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Visionary Wealth Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Visionary Wealth Advisors’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 		$176K Buy
22,488
+2,386
+12% +$21.3K 0.01% 622
2025
Q4 		$201K Buy
20,102
+1,872
+10% +$21.3K 0.01% 594
2025
Q3 		$234K Buy
18,230
+865
+5% +$11.4K 0.01% 544
2025
Q2 		$239K Buy
17,365
+2,981
+21% +$39.6K 0.01% 512
2025
Q1 		$192K Buy
14,384
+2,722
+23% +$42.6K 0.01% 523
2024
Q4 		$198K Buy
11,662
+501
+4% +$8.9K 0.01% 522
2024
Q3 		$199K Buy
+11,161
New +$203K 0.01% 519

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

Visionary Wealth Advisors's YMAX Position: Q1 2026 in Review

Visionary Wealth Advisors increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 12% in Q1 2026, buying an estimated $21.3K and bringing the position to 22,488 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #622.

Visionary Wealth Advisors first reported a position in YMAX in Q3 2024 and has held it in 7 quarters since. The position peaked at $239K in Q2 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Visionary Wealth Advisors held 22,488 shares of YieldMax Universe Fund of Option Income ETFs worth $176K as of Q1 2026.
  • Visionary Wealth Advisors bought 2,386 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $21.3K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #622 holding.
  • Visionary Wealth Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 7 quarters since.
  • Visionary Wealth Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $239K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.