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
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

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

Morgan Stanley's YMAX Position: Q1 2026 in Review

Morgan Stanley reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 99% in Q1 2026, selling an estimated $5.05K and leaving 5 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #8010.

Morgan Stanley first reported a position in YMAX in Q3 2024 and has held it in 7 quarters since. The position peaked at $56.5K in Q1 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Morgan Stanley held 5 shares of YieldMax Universe Fund of Option Income ETFs worth $42 as of Q1 2026.
  • Morgan Stanley sold 565 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $5.05K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8010 holding.
  • Morgan Stanley first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 7 quarters since.
  • Morgan Stanley's YieldMax Universe Fund of Option Income ETFs position peaked at $56.5K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.