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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
Q2 		$186K Buy
23,063
+575
+3% +$4.75K 0.01% 645
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

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

Visionary Wealth Advisors's YMAX Position: Q2 2026 in Review

Visionary Wealth Advisors increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 2.6% in Q2 2026, buying an estimated $4.75K and bringing the position to 23,063 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #645.

Visionary Wealth Advisors first reported a position in YMAX in Q3 2024 and has held it in 8 quarters since. The position peaked at $239K in Q2 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Visionary Wealth Advisors held 23,063 shares of YieldMax Universe Fund of Option Income ETFs worth $186K as of Q2 2026.
  • Visionary Wealth Advisors bought 575 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $4.75K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #645 holding.
  • Visionary Wealth Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 8 quarters since.
  • Visionary Wealth Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $239K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.