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

Wealth Watch 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	–	Sell	-176,462	Closed	-$1.76M	–	905
2025 Q4	$1.76M	Buy	176,462 +134,482	+320%	+$1.53M	0.65%	31
2025 Q3	$538K	Sell	41,980 -2,012	-5%	-$26.6K	0.22%	55
2025 Q2	$605K	Sell	43,992 -5,747	-12%	-$76.4K	0.35%	45
2025 Q1	$665K	Buy	+49,739	New	+$779K	0.54%	31

Other funds holding YMAX

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Wealth Watch Advisors sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026, closing a stake of 176,462 shares — an estimated $1.76M sold.

Wealth Watch Advisors first reported a position in YMAX in Q1 2025 and held it in 4 quarters. The position peaked at $1.76M in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

Wealth Watch Advisors reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 176,462 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $1.76M.
Wealth Watch Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 4 quarters.
Wealth Watch Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $1.76M 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 Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.