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 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

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 $147M AUM 23.82% 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

Wells Fargo's YMAX Position: Q1 2026 in Review

Wells Fargo reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 75% in Q1 2026, selling an estimated $27 and leaving 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #6933.

Wells Fargo first reported a position in YMAX in Q2 2024 and has held it in 8 quarters since. The position peaked at $37 in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

Wells Fargo held 1 share of YieldMax Universe Fund of Option Income ETFs worth $11 as of Q1 2026.
Wells Fargo sold 3 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $27.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6933 holding.
Wells Fargo first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and has held it in 8 quarters since.
Wells Fargo's YieldMax Universe Fund of Option Income ETFs position peaked at $37 in Q4 2025.
55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.