Simplex Trading’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Simplex Trading’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	$38K	Buy	4,852 +1,671	+53%	+$14.9K	﹤0.01%	6151
2025 Q4	$31.7K	Sell	3,181 -5,531	-63%	-$62.9K	﹤0.01%	6061
2025 Q3	$111K	Sell	8,712 -3,955	-31%	-$52.2K	﹤0.01%	5627
2025 Q2	$174K	Buy	+12,667	New	+$168K	﹤0.01%	4651
2025 Q1	–	Sell	-7,650	Closed	-$129K	–	9872
2024 Q4	$129K	Buy	+7,650	New	+$136K	﹤0.01%	4945
2024 Q3	–	Sell	-3,142	Closed	-$61K	–	9740
2024 Q2	$61K	Buy	+3,142	New	+$63.9K	﹤0.01%	5881

Other funds holding YMAX

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Simplex Trading's YMAX Position: Q1 2026 in Review

Simplex Trading increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 53% in Q1 2026, buying an estimated $14.9K and bringing the position to 4,852 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #6151.

Simplex Trading first reported a position in YMAX in Q2 2024 and has held it in 6 quarters since. The position peaked at $174K in Q2 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

Simplex Trading held 4,852 shares of YieldMax Universe Fund of Option Income ETFs worth $38K as of Q1 2026.
Simplex Trading bought 1,671 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $14.9K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6151 holding.
Simplex Trading first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and has held it in 6 quarters since.
Simplex Trading's YieldMax Universe Fund of Option Income ETFs position peaked at $174K in Q2 2025.
55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.