Osaic Holdings
YMAX icon

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

Osaic Holdings’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
Q2 		$17.4K Sell
2,158
-192
-8% -$1.59K ﹤0.01% 6274
2026
Q1 		$18.4K Hold
2,350
– – ﹤0.01% 5910
2025
Q4 		$23.5K Sell
2,350
-1,281
-35% -$14.6K ﹤0.01% 5769
2025
Q3 		$46.6K Buy
3,631
+1,281
+55% +$16.9K ﹤0.01% 5352
2025
Q2 		$32.3K Buy
2,350
+1,965
+510% +$26.1K ﹤0.01% 5357
2025
Q1 		$5.14K Buy
+385
New +$6.03K ﹤0.01% 6160

Other funds holding YMAX

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Osaic Holdings's YMAX Position: Q2 2026 in Review

Osaic Holdings reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 8.2% in Q2 2026, selling an estimated $1.59K and leaving 2,158 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6274.

Osaic Holdings first reported a position in YMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.6K in Q3 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Osaic Holdings held 2,158 shares of YieldMax Universe Fund of Option Income ETFs worth $17.4K as of Q2 2026.
  • Osaic Holdings sold 192 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $1.59K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6274 holding.
  • Osaic Holdings first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 6 quarters since.
  • Osaic Holdings's YieldMax Universe Fund of Option Income ETFs position peaked at $46.6K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.