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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
Q3 		$167K Hold
22,163
– – 0.07% 252
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 $565M AUM 15.04% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

World Equity Group's YMAX Position: Q3 2026 in Review

World Equity Group held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q3 2026 at 22,163 shares worth $167K. The position accounts for 0.07% of the portfolio, ranked #252.

World Equity Group first reported a position in YMAX in Q4 2025 and has held it in 4 quarters since. The position peaked at $179K in Q2 2026. 9 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

  • World Equity Group held 22,163 shares of YieldMax Universe Fund of Option Income ETFs worth $167K as of Q3 2026.
  • World Equity Group left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q3 2026.
  • YieldMax Universe Fund of Option Income ETFs made up 0.07% of World Equity Group's portfolio in Q3 2026, its #252 holding.
  • World Equity Group first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 4 quarters since.
  • World Equity Group's YieldMax Universe Fund of Option Income ETFs position peaked at $179K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.