O'Donnell Financial Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

O'Donnell Financial 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
2025 Q4	–	Sell	-156,232	Closed	-$2M	–	58
2025 Q3	$2M	Buy	156,232 +4,398	+3%	+$58.1K	0.71%	23
2025 Q2	$2.09M	Buy	151,834 +4,648	+3%	+$61.8K	0.8%	21
2025 Q1	$1.97M	Buy	147,186 +50,714	+53%	+$794K	0.81%	21
2024 Q4	$1.63M	Buy	96,472 +553	+0.6%	+$9.83K	0.68%	20
2024 Q3	$1.71M	Buy	+95,919	New	+$1.75M	0.7%	21

Other funds holding YMAX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

O'Donnell Financial Services's YMAX Position: Q4 2025 in Review

O'Donnell Financial Services sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2025, closing a stake of 156,232 shares — an estimated $2M sold.

O'Donnell Financial Services first reported a position in YMAX in Q3 2024 and held it in 5 quarters. The position peaked at $2.09M in Q2 2025. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

O'Donnell Financial Services reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
O'Donnell Financial Services sold 156,232 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $2M.
O'Donnell Financial Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and held it in 5 quarters.
O'Donnell Financial Services's YieldMax Universe Fund of Option Income ETFs position peaked at $2.09M in Q2 2025.
64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on O'Donnell Financial Services's 13F filing for Q4 2025, filed 29 Jan 2026.