QWM
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Quaker Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Quaker Wealth Management’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 		$5.41K Buy
670
+87
+15% +$719 ﹤0.01% 333
2026
Q1 		$4.57K Buy
583
+63
+12% +$563 ﹤0.01% 347
2025
Q4 		$5.2K Buy
520
+75
+17% +$853 ﹤0.01% 355
2025
Q3 		$5.71K Buy
445
+55
+14% +$726 ﹤0.01% 313
2025
Q2 		$5.37K Buy
+390
New +$5.19K ﹤0.01% 331

Other funds holding YMAX

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Quaker Wealth Management's YMAX Position: Q2 2026 in Review

Quaker Wealth Management increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 15% in Q2 2026, buying an estimated $719 and bringing the position to 670 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Quaker Wealth Management first reported a position in YMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.71K in Q3 2025. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Quaker Wealth Management held 670 shares of YieldMax Universe Fund of Option Income ETFs worth $5.41K as of Q2 2026.
  • Quaker Wealth Management bought 87 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $719.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Quaker Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $5.71K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.