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Root Financial Partners’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Root Financial Partners’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 		– Sell
-28
Closed -$219 – 3243
2026
Q1 		$219 Hold
28
– – ﹤0.01% 3132
2025
Q4 		$279 Buy
+28
New +$318 ﹤0.01% 2268

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

Root Financial Partners's YMAX Position: Q2 2026 in Review

Root Financial Partners sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026, closing a stake of 28 shares — an estimated $219 sold.

Root Financial Partners first reported a position in YMAX in Q4 2025 and held it in 2 quarters. The position peaked at $279 in Q4 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Root Financial Partners reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 28 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $219.
  • Root Financial Partners first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's YieldMax Universe Fund of Option Income ETFs position peaked at $279 in Q4 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.