Royal Bank of Canada
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Royal Bank of Canada’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Royal Bank of Canada’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
2024
Q3 		– Sell
-159
Closed -$3K – 7547
2024
Q2 		$3K Buy
159
+124
+354% +$2.52K ﹤0.01% 6681
2024
Q1 		$1K Buy
+35
New +$732 ﹤0.01% 6887

Other funds holding YMAX

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Royal Bank of Canada's YMAX Position: Q3 2024 in Review

Royal Bank of Canada sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q3 2024, closing a stake of 159 shares — an estimated $3K sold.

Royal Bank of Canada first reported a position in YMAX in Q1 2024 and held it in 2 quarters. The position peaked at $3K in Q2 2024. 17 funds tracked by Wall St. Rank hold YMAX as of Q3 2024.

  • Royal Bank of Canada reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q3 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 159 YieldMax Universe Fund of Option Income ETFs shares in Q3 2024, an estimated $3K.
  • Royal Bank of Canada first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and held it in 2 quarters.
  • Royal Bank of Canada's YieldMax Universe Fund of Option Income ETFs position peaked at $3K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2024.

Based on Royal Bank of Canada's 13F filing for Q3 2024, filed 14 Nov 2024.