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
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

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

Osaic Holdings's YMAX Position: Q1 2026 in Review

Osaic Holdings held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q1 2026 at 2,350 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5910.

Osaic Holdings first reported a position in YMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $46.6K in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Osaic Holdings held 2,350 shares of YieldMax Universe Fund of Option Income ETFs worth $18.4K as of Q1 2026.
  • Osaic Holdings 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 Osaic Holdings's portfolio in Q1 2026, its #5910 holding.
  • Osaic Holdings first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 5 quarters since.
  • Osaic Holdings's YieldMax Universe Fund of Option Income ETFs position peaked at $46.6K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.