Morgan Stanley
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Morgan Stanley’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Morgan Stanley’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
Q2 		$78 Buy
9
+4
+80% +$33 ﹤0.01% 7992
2026
Q1 		$42 Sell
5
-565
-99% -$5.05K ﹤0.01% 8010
2025
Q4 		$5.69K Buy
570
+419
+277% +$4.76K ﹤0.01% 7034
2025
Q3 		$1.94K Sell
151
-3,787
-96% -$50K ﹤0.01% 7314
2025
Q2 		$54.2K Sell
3,938
-292
-7% -$3.88K ﹤0.01% 6332
2025
Q1 		$56.5K Buy
4,230
+3,268
+340% +$51.2K ﹤0.01% 6227
2024
Q4 		$16.3K Buy
962
+954
+11,925% +$17K ﹤0.01% 6635
2024
Q3 		$152 Buy
+8
New +$146 ﹤0.01% 7400

Other funds holding YMAX

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Morgan Stanley's YMAX Position: Q2 2026 in Review

Morgan Stanley increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 80% in Q2 2026, buying an estimated $33 and bringing the position to 9 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #7992.

Morgan Stanley first reported a position in YMAX in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.5K in Q1 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Morgan Stanley held 9 shares of YieldMax Universe Fund of Option Income ETFs worth $78 as of Q2 2026.
  • Morgan Stanley bought 4 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $33.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7992 holding.
  • Morgan Stanley first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 8 quarters since.
  • Morgan Stanley's YieldMax Universe Fund of Option Income ETFs position peaked at $56.5K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.