Wealth Enhancement Advisory Services
YMAX icon

Wealth Enhancement Advisory Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,336
Closed -$116K – 3892
2025
Q4 		$116K Buy
+11,336
New +$129K ﹤0.01% 3404

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Susquehanna International Group
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HF
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ZI
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OMC
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's YMAX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026, closing a stake of 11,336 shares — an estimated $116K sold.

Wealth Enhancement Advisory Services first reported a position in YMAX in Q4 2025 and held it in 1 quarter. The position peaked at $116K in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,336 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $116K.
  • Wealth Enhancement Advisory Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's YieldMax Universe Fund of Option Income ETFs position peaked at $116K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.