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

Napa Wealth Management’s Portfolio YMAX Stock Details YMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,458
Closed -$313K – 193
2025
Q1 		$313K Sell
23,458
-11,955
-34% -$160K 0.18% 138
2024
Q4 		$600K Buy
35,413
+10,418
+42% +$177K 0.26% 106
2024
Q3 		$446K Buy
+24,995
New +$446K 0.21% 100