Winebrenner Capital Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Winebrenner Capital Management’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	$473K	Buy	58,500 +15,000	+34%	+$124K	0.29%	94
2026 Q1	$341K	Buy	43,500 +19,631	+82%	+$175K	0.22%	103
2025 Q4	$238K	Sell	23,869 -2,000	-8%	-$22.7K	0.16%	122
2025 Q3	$331K	Buy	25,869 +10,435	+68%	+$138K	0.24%	100
2025 Q2	$212K	Buy	+15,434	New	+$205K	0.17%	119

Other funds holding YMAX

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

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Winebrenner Capital Management's YMAX Position: Q2 2026 in Review

Winebrenner Capital Management increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 58,500 shares worth $473K. The position accounts for 0.29% of the portfolio, ranked #94.

Winebrenner Capital Management first reported a position in YMAX in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Winebrenner Capital Management held 58,500 shares of YieldMax Universe Fund of Option Income ETFs worth $473K as of Q2 2026.
Winebrenner Capital Management bought 15,000 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $124K.
YieldMax Universe Fund of Option Income ETFs made up 0.29% of Winebrenner Capital Management's portfolio in Q2 2026, its #94 holding.
Winebrenner Capital Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.