Straight Path Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
34,891
+2,471
| +8% | +$34K | 0.16% | 59 |
|
|
2025
Q1 | $433K | Buy |
32,420
+5,729
| +21% | +$76.5K | 0.18% | 55 |
|
|
2024
Q4 | $452K | Buy |
26,691
+5,800
| +28% | +$98.3K | 0.18% | 54 |
|
|
2024
Q3 | $372K | Buy |
20,891
+139
| +0.7% | +$2.48K | 0.16% | 62 |
|
|
2024
Q2 | $405K | Buy |
20,752
+7,937
| +62% | +$155K | 0.21% | 60 |
|
|
2024
Q1 | $278K | Buy |
+12,815
| New | +$278K | 0.16% | 70 |
|