RFP
YMAX icon

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
Q1 		$219 Hold
28
– – ﹤0.01% 3132
2025
Q4 		$279 Buy
+28
New +$318 ﹤0.01% 2268

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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 $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Root Financial Partners's YMAX Position: Q1 2026 in Review

Root Financial Partners held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q1 2026 at 28 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Root Financial Partners first reported a position in YMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $279 in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Root Financial Partners held 28 shares of YieldMax Universe Fund of Option Income ETFs worth $219 as of Q1 2026.
  • Root Financial Partners left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q1 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3132 holding.
  • Root Financial Partners first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's YieldMax Universe Fund of Option Income ETFs position peaked at $279 in Q4 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.