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Meridian Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Meridian Wealth Management’s Portfolio YMAX Stock Details YMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.5K Sell
11,053
-1,893
-15% -$16.9K ﹤0.01% 767
2025
Q4 		$129K Buy
+12,946
New +$147K ﹤0.01% 736

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Meridian Wealth Management's YMAX Position: Q1 2026 in Review

Meridian Wealth Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 15% in Q1 2026, selling an estimated $16.9K and leaving 11,053 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Meridian Wealth Management first reported a position in YMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $129K in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Meridian Wealth Management held 11,053 shares of YieldMax Universe Fund of Option Income ETFs worth $86.5K as of Q1 2026.
  • Meridian Wealth Management sold 1,893 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $16.9K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #767 holding.
  • Meridian Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 2 quarters since.
  • Meridian Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $129K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.