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

MOTCO’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 		$5.68K Hold
725
– – ﹤0.01% 494
2025
Q4 		$7.24K Hold
725
– – ﹤0.01% 496
2025
Q3 		$9.29K Hold
725
– – ﹤0.01% 473
2025
Q2 		$9.83K Buy
+725
New +$9.64K ﹤0.01% 434

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

MOTCO's YMAX Position: Q1 2026 in Review

MOTCO held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q1 2026 at 725 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

MOTCO first reported a position in YMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.83K in Q2 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • MOTCO held 725 shares of YieldMax Universe Fund of Option Income ETFs worth $5.68K as of Q1 2026.
  • MOTCO left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q1 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #494 holding.
  • MOTCO first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 4 quarters since.
  • MOTCO's YieldMax Universe Fund of Option Income ETFs position peaked at $9.83K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.