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Pin Oak Investment Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-732
Closed -$10K – 484
2025
Q1 		$10K Buy
732
+70
+11% +$1.1K 0.01% 326
2024
Q4 		$12K Hold
662
– – 0.01% 328
2024
Q3 		$11K Buy
662
+190
+40% +$3.46K 0.01% 341
2024
Q2 		$9K Buy
472
+300
+174% +$6.1K 0.01% 347
2024
Q1 		$4K Buy
+172
New +$3.6K ﹤0.01% 407

Other funds holding YMAX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Pin Oak Investment Advisors's YMAX Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2025, closing a stake of 732 shares — an estimated $10K sold.

Pin Oak Investment Advisors first reported a position in YMAX in Q1 2024 and held it in 5 quarters. The position peaked at $12K in Q4 2024. 50 funds tracked by Wall St. Rank hold YMAX as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 732 YieldMax Universe Fund of Option Income ETFs shares in Q2 2025, an estimated $10K.
  • Pin Oak Investment Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and held it in 5 quarters.
  • Pin Oak Investment Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $12K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.