Tucker Asset Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Tucker Asset 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
2025 Q4	$141K	Sell	14,113 -796	-5%	-$9.05K	0.04%	152
2025 Q3	$191K	Sell	14,909 -415	-3%	-$5.48K	0.06%	118
2025 Q2	$211K	Sell	15,324 -357	-2%	-$4.75K	0.07%	104
2025 Q1	$210K	Sell	15,681 -242	-2%	-$3.79K	0.07%	88
2024 Q4	$270K	Buy	15,923 +2,620	+20%	+$46.6K	0.03%	104
2024 Q3	$237K	Buy	13,303 +295	+2%	+$5.38K	0.05%	130
2024 Q2	$254K	Buy	13,008 +4,494	+53%	+$91.4K	0.06%	138
2024 Q1	$185K	Buy	+8,514	New	+$178K	0.04%	185

Other funds holding YMAX

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

Tucker Asset Management's YMAX Position: Q4 2025 in Review

Tucker Asset Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 5.3% in Q4 2025, selling an estimated $9.05K and leaving 14,113 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #152.

Tucker Asset Management first reported a position in YMAX in Q1 2024 and has held it in 8 quarters since. The position peaked at $270K in Q4 2024. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

Tucker Asset Management held 14,113 shares of YieldMax Universe Fund of Option Income ETFs worth $141K as of Q4 2025.
Tucker Asset Management sold 796 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $9.05K.
YieldMax Universe Fund of Option Income ETFs made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #152 holding.
Tucker Asset Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 8 quarters since.
Tucker Asset Management's YieldMax Universe Fund of Option Income ETFs position peaked at $270K in Q4 2024.
64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.