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

Winnow Wealth’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	$836K	Sell	106,818 -4,110	-4%	-$36.7K	0.65%	55
2025 Q4	$1.11M	Buy	110,928 +19,308	+21%	+$220K	0.82%	17
2025 Q3	$1.19M	Buy	+91,620	New	+$1.21M	0.93%	21
2025 Q2	–	Sell	-66,751	Closed	-$892K	–	693
2025 Q1	$892K	Buy	+66,751	New	+$1.05M	0.82%	36

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

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

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Winnow Wealth's YMAX Position: Q1 2026 in Review

Winnow Wealth reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 3.7% in Q1 2026, selling an estimated $36.7K and leaving 106,818 shares worth $836K. The position accounts for 0.65% of the portfolio, ranked #55.

Winnow Wealth first reported a position in YMAX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

Winnow Wealth held 106,818 shares of YieldMax Universe Fund of Option Income ETFs worth $836K as of Q1 2026.
Winnow Wealth sold 4,110 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $36.7K.
YieldMax Universe Fund of Option Income ETFs made up 0.65% of Winnow Wealth's portfolio in Q1 2026, its #55 holding.
Winnow Wealth first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 4 quarters since.
Winnow Wealth's YieldMax Universe Fund of Option Income ETFs position peaked at $1.19M in Q3 2025.
55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.