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WFA of San Diego’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

WFA of San Diego’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 		$8.03K Sell
1,025
-110
-10% -$983 0.01% 311
2025
Q4 		$11.3K Sell
1,135
-105
-8% -$1.19K 0.01% 310
2025
Q3 		$15.9K Hold
1,240
– – 0.01% 292
2025
Q2 		$17.1K Buy
+1,240
New +$16.5K 0.01% 283
2024
Q3 		$10.3K Buy
+575
New +$10.5K 0.01% 282

Other funds holding YMAX

Jane Street
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
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 $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WFA of San Diego's YMAX Position: Q1 2026 in Review

WFA of San Diego reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 9.7% in Q1 2026, selling an estimated $983 and leaving 1,025 shares worth $8.03K. The position accounts for 0.01% of the portfolio, ranked #311.

WFA of San Diego first reported a position in YMAX in Q3 2024 and has held it in 5 quarters since. The position peaked at $17.1K in Q2 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • WFA of San Diego held 1,025 shares of YieldMax Universe Fund of Option Income ETFs worth $8.03K as of Q1 2026.
  • WFA of San Diego sold 110 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $983.
  • YieldMax Universe Fund of Option Income ETFs made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #311 holding.
  • WFA of San Diego first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 5 quarters since.
  • WFA of San Diego's YieldMax Universe Fund of Option Income ETFs position peaked at $17.1K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.