UBS Group
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UBS Group’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

UBS Group’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
Q1 		$73.6K Buy
9,400
+7,400
+370% +$66.1K ﹤0.01% 7144
2025
Q4 		$20K Sell
2,000
-8,000
-80% -$91K ﹤0.01% 7780
2025
Q3 		$128K Buy
+10,000
New +$132K ﹤0.01% 6955
2024
Q2 		– Sell
-888
Closed -$19.3K – 10203
2024
Q1 		$19.3K Buy
+888
New +$18.6K ﹤0.01% 6945

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group's YMAX Position: Q1 2026 in Review

UBS Group increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 370% in Q1 2026, buying an estimated $66.1K and bringing the position to 9,400 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7144.

UBS Group first reported a position in YMAX in Q1 2024 and has held it in 4 quarters since. The position peaked at $128K in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • UBS Group held 9,400 shares of YieldMax Universe Fund of Option Income ETFs worth $73.6K as of Q1 2026.
  • UBS Group bought 7,400 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $66.1K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7144 holding.
  • UBS Group first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 4 quarters since.
  • UBS Group's YieldMax Universe Fund of Option Income ETFs position peaked at $128K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.