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
Q2 		– Sell
-9,400
Closed -$73.6K – 11125
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

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MML Investors Services
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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
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

UBS Group's YMAX Position: Q2 2026 in Review

UBS Group sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026, closing a stake of 9,400 shares — an estimated $73.6K sold.

UBS Group first reported a position in YMAX in Q1 2024 and held it in 4 quarters. The position peaked at $128K in Q3 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • UBS Group reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 9,400 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $73.6K.
  • UBS Group first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and held it in 4 quarters.
  • UBS Group's YieldMax Universe Fund of Option Income ETFs position peaked at $128K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.