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 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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WCM

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

LWMM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Winnow Wealth's YMAX Position: Q2 2026 in Review

Winnow Wealth increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 1.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 108,356 shares worth $876K. The position accounts for 0.6% of the portfolio, ranked #55.

Winnow Wealth first reported a position in YMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q3 2025. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Winnow Wealth held 108,356 shares of YieldMax Universe Fund of Option Income ETFs worth $876K as of Q2 2026.
Winnow Wealth bought 1,538 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $12.7K.
YieldMax Universe Fund of Option Income ETFs made up 0.6% of Winnow Wealth's portfolio in Q2 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 5 quarters since.
Winnow Wealth's YieldMax Universe Fund of Option Income ETFs position peaked at $1.19M in Q3 2025.
48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.