Private Advisor Group’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Private Advisor Group’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 Q3	$92.3K	Buy	+12,220	New	+$93.3K	﹤0.01%	3005

Other funds holding YMAX

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Private Advisor Group's YMAX Position: Q3 2026 in Review

Private Advisor Group opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q3 2026: 12,220 shares worth $92.3K. The stake represents ﹤0.01% of the portfolio and ranks #3005 among its holdings.

33 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

Private Advisor Group held 12,220 shares of YieldMax Universe Fund of Option Income ETFs worth $92.3K as of Q3 2026.
YieldMax Universe Fund of Option Income ETFs was a new Private Advisor Group position in Q3 2026.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #3005 holding.
33 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.