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

WR Wealth Planners’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
2024 Q4	$1.17K	Buy	+69	New	+$1.23K	﹤0.01%	914

Other funds holding YMAX

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

WR Wealth Planners's YMAX Position: Q4 2024 in Review

WR Wealth Planners opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2024: 69 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

34 funds tracked by Wall St. Rank hold YMAX as of Q4 2024.

WR Wealth Planners held 69 shares of YieldMax Universe Fund of Option Income ETFs worth $1.17K as of Q4 2024.
YieldMax Universe Fund of Option Income ETFs was a new WR Wealth Planners position in Q4 2024.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #914 holding.
34 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.