WEG
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World Equity Group’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

World Equity Group’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 		$179K Buy
22,163
+4,363
+25% +$36.1K 0.04% 369
2026
Q1 		$139K Buy
17,800
+3,800
+27% +$34K 0.04% 365
2025
Q4 		$140K Buy
+14,000
New +$159K 0.04% 326

Other funds holding YMAX

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

World Equity Group's YMAX Position: Q2 2026 in Review

World Equity Group increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 25% in Q2 2026, buying an estimated $36.1K and bringing the position to 22,163 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #369.

World Equity Group first reported a position in YMAX in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • World Equity Group held 22,163 shares of YieldMax Universe Fund of Option Income ETFs worth $179K as of Q2 2026.
  • World Equity Group bought 4,363 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $36.1K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.04% of World Equity Group's portfolio in Q2 2026, its #369 holding.
  • World Equity Group first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.