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
2026 Q2	$92.1K	Sell	11,393 -2,640	-19%	-$21.8K	0.02%	223
2026 Q1	$110K	Sell	14,033 -80	-0.6%	-$715	0.03%	172
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

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

Tucker Asset Management's YMAX Position: Q2 2026 in Review

Tucker Asset Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 19% in Q2 2026, selling an estimated $21.8K and leaving 11,393 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #223.

Tucker Asset Management first reported a position in YMAX in Q1 2024 and has held it in 10 quarters since. The position peaked at $270K in Q4 2024. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Tucker Asset Management held 11,393 shares of YieldMax Universe Fund of Option Income ETFs worth $92.1K as of Q2 2026.
Tucker Asset Management sold 2,640 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $21.8K.
YieldMax Universe Fund of Option Income ETFs made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #223 holding.
Tucker Asset Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 10 quarters since.
Tucker Asset Management's YieldMax Universe Fund of Option Income ETFs position peaked at $270K in Q4 2024.
48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.