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PFG Investments’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

PFG Investments’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 		$90.5K Sell
11,200
-1,000
-8% -$8.27K ﹤0.01% 1238
2026
Q1 		$95.5K Sell
12,200
-8,117
-40% -$72.5K ﹤0.01% 1127
2025
Q4 		$203K Buy
+20,317
New +$231K 0.01% 1015

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

PFG Investments's YMAX Position: Q2 2026 in Review

PFG Investments reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 8.2% in Q2 2026, selling an estimated $8.27K and leaving 11,200 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

PFG Investments first reported a position in YMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $203K in Q4 2025. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • PFG Investments held 11,200 shares of YieldMax Universe Fund of Option Income ETFs worth $90.5K as of Q2 2026.
  • PFG Investments sold 1,000 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $8.27K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1238 holding.
  • PFG Investments first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 3 quarters since.
  • PFG Investments's YieldMax Universe Fund of Option Income ETFs position peaked at $203K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.