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Straight Path Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Straight Path Wealth Management’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 		$199K Sell
24,668
-4,640
-16% -$38.4K 0.05% 137
2026
Q1 		$229K Sell
29,308
-349
-1% -$3.12K 0.06% 112
2025
Q4 		$296K Sell
29,657
-8,507
-22% -$96.7K 0.08% 96
2025
Q3 		$489K Buy
38,164
+3,273
+9% +$43.2K 0.13% 76
2025
Q2 		$480K Buy
34,891
+2,471
+8% +$32.9K 0.16% 59
2025
Q1 		$433K Buy
32,420
+5,729
+21% +$89.7K 0.18% 55
2024
Q4 		$452K Buy
26,691
+5,800
+28% +$103K 0.18% 54
2024
Q3 		$372K Buy
20,891
+139
+0.7% +$2.53K 0.16% 62
2024
Q2 		$405K Buy
20,752
+7,937
+62% +$161K 0.21% 60
2024
Q1 		$278K Buy
+12,815
New +$268K 0.16% 70

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
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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Straight Path Wealth Management's YMAX Position: Q2 2026 in Review

Straight Path Wealth Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 16% in Q2 2026, selling an estimated $38.4K and leaving 24,668 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #137.

Straight Path Wealth Management first reported a position in YMAX in Q1 2024 and has held it in 10 quarters since. The position peaked at $489K in Q3 2025. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Straight Path Wealth Management held 24,668 shares of YieldMax Universe Fund of Option Income ETFs worth $199K as of Q2 2026.
  • Straight Path Wealth Management sold 4,640 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $38.4K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Straight Path Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 10 quarters since.
  • Straight Path Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $489K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.