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 Q2	$14.9K	Sell	1,842 -3,010	-62%	-$24.9K	﹤0.01%	7363
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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Simplex Trading's YMAX Position: Q2 2026 in Review

Simplex Trading reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 62% in Q2 2026, selling an estimated $24.9K and leaving 1,842 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7363.

Simplex Trading first reported a position in YMAX in Q2 2024 and has held it in 7 quarters since. The position peaked at $174K in Q2 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Simplex Trading held 1,842 shares of YieldMax Universe Fund of Option Income ETFs worth $14.9K as of Q2 2026.
Simplex Trading sold 3,010 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $24.9K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7363 holding.
Simplex Trading first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and has held it in 7 quarters since.
Simplex Trading's YieldMax Universe Fund of Option Income ETFs position peaked at $174K in Q2 2025.
47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.