Wells Fargo’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Wells Fargo’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	$654	Buy	81 +80	+8,000%	+$661	﹤0.01%	6496
2026 Q1	$11	Sell	1 -3	-75%	-$27	﹤0.01%	6933
2025 Q4	$37	Buy	4 +3	+300%	+$34	﹤0.01%	6590
2025 Q3	$13	Sell	1 -2	-67%	-$26	﹤0.01%	6798
2025 Q2	$36	Buy	3 +1	+50%	+$13	﹤0.01%	6648
2025 Q1	$32	Hold	2	–	–	﹤0.01%	6550
2024 Q4	$32	Hold	2	–	–	﹤0.01%	6596
2024 Q3	$34	Buy	2 +1	+100%	+$18	﹤0.01%	6433
2024 Q2	$20	Buy	+1	New	+$20	﹤0.01%	6520

Other funds holding YMAX

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Wells Fargo's YMAX Position: Q2 2026 in Review

Wells Fargo increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 8,000% in Q2 2026, buying an estimated $661 and bringing the position to 81 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #6496.

Wells Fargo first reported a position in YMAX in Q2 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Wells Fargo held 81 shares of YieldMax Universe Fund of Option Income ETFs worth $654 as of Q2 2026.
Wells Fargo bought 80 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $661.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6496 holding.
Wells Fargo first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and has held it in 9 quarters since.
47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.