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 Q3	$658K	Sell	87,158 -21,198	-20%	-$162K	0.43%	82
2026 Q2	$876K	Buy	108,356 +1,538	+1%	+$12.7K	0.6%	55
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

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Winnow Wealth's YMAX Position: Q3 2026 in Review

Winnow Wealth reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 20% in Q3 2026, selling an estimated $162K and leaving 87,158 shares worth $658K. The position accounts for 0.43% of the portfolio, ranked #82.

Winnow Wealth first reported a position in YMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 10 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

Winnow Wealth held 87,158 shares of YieldMax Universe Fund of Option Income ETFs worth $658K as of Q3 2026.
Winnow Wealth sold 21,198 YieldMax Universe Fund of Option Income ETFs shares in Q3 2026, an estimated $162K.
YieldMax Universe Fund of Option Income ETFs made up 0.43% of Winnow Wealth's portfolio in Q3 2026, its #82 holding.
Winnow Wealth first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 6 quarters since.
Winnow Wealth's YieldMax Universe Fund of Option Income ETFs position peaked at $1.19M in Q3 2025.
10 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.