MML Investors Services
YMAX icon

MML Investors Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

MML Investors Services’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 		$359K Sell
45,790
-9,237
-17% -$82.5K ﹤0.01% 2451
2025
Q4 		$549K Sell
55,027
-18,446
-25% -$210K ﹤0.01% 2203
2025
Q3 		$941K Buy
73,473
+8,616
+13% +$114K ﹤0.01% 1773
2025
Q2 		$892K Buy
64,857
+4,323
+7% +$57.5K ﹤0.01% 1724
2025
Q1 		$809K Buy
60,534
+28,030
+86% +$439K ﹤0.01% 1707
2024
Q4 		$551K Buy
+32,504
New +$578K ﹤0.01% 1864

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

MML Investors Services's YMAX Position: Q1 2026 in Review

MML Investors Services reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 17% in Q1 2026, selling an estimated $82.5K and leaving 45,790 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

MML Investors Services first reported a position in YMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $941K in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • MML Investors Services held 45,790 shares of YieldMax Universe Fund of Option Income ETFs worth $359K as of Q1 2026.
  • MML Investors Services sold 9,237 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $82.5K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2451 holding.
  • MML Investors Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 6 quarters since.
  • MML Investors Services's YieldMax Universe Fund of Option Income ETFs position peaked at $941K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.