ZI
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ZEGA Investments’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

ZEGA Investments’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
Q1 		– Sell
-99,400
Closed -$992K – 315
2025
Q4 		$992K Buy
+99,400
New +$1.13M 0.12% 95

Other funds holding YMAX

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ZEGA Investments's YMAX Position: Q2 2026 in Review

ZEGA Investments reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 13% in Q2 2026, selling an estimated $77.6K and leaving 63,368 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #181.

ZEGA Investments first reported a position in YMAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q4 2024. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • ZEGA Investments held 63,368 shares of YieldMax Universe Fund of Option Income ETFs worth $512K as of Q2 2026.
  • ZEGA Investments sold 9,389 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $77.6K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.05% of ZEGA Investments's portfolio in Q2 2026, its #181 holding.
  • ZEGA Investments first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's YieldMax Universe Fund of Option Income ETFs position peaked at $3.27M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.