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Stonebridge Financial Group (Pennsylvania)’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$80.8K Hold
10,000
– – 0.01% 272
2026
Q1 		$78.3K Hold
10,000
– – 0.01% 258
2025
Q4 		$99.8K Buy
+10,000
New +$114K 0.01% 244

Other funds holding YMAX

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
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
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s YMAX Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q2 2026 at 10,000 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Stonebridge Financial Group (Pennsylvania) first reported a position in YMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.8K in Q4 2025. 36 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 10,000 shares of YieldMax Universe Fund of Option Income ETFs worth $80.8K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up 0.01% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #272 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s YieldMax Universe Fund of Option Income ETFs position peaked at $99.8K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.