OWP
YMAX icon

ORG Wealth Partners’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

ORG Wealth Partners’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
-1,745
Closed -$22.4K – 657
2025
Q3 		$22.4K Buy
1,745
+216
+14% +$2.85K ﹤0.01% 387
2025
Q2 		$20.9K Buy
1,529
+271
+22% +$3.6K 0.01% 429
2025
Q1 		$17.1K Buy
+1,258
New +$19.7K 0.01% 468

Other funds holding YMAX

Susquehanna International Group
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
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Group One Trading
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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

ORG Wealth Partners's YMAX Position: Q4 2025 in Review

ORG Wealth Partners sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2025, closing a stake of 1,745 shares — an estimated $22.4K sold.

ORG Wealth Partners first reported a position in YMAX in Q1 2025 and held it in 3 quarters. The position peaked at $22.4K in Q3 2025. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

  • ORG Wealth Partners reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,745 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $22.4K.
  • ORG Wealth Partners first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's YieldMax Universe Fund of Option Income ETFs position peaked at $22.4K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.