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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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 $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

ZEGA Investments's YMAX Position: Q1 2026 in Review

ZEGA Investments reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 58% in Q1 2026, selling an estimated $884K and leaving 72,757 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #174.

ZEGA Investments first reported a position in YMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.27M in Q4 2024. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • ZEGA Investments held 72,757 shares of YieldMax Universe Fund of Option Income ETFs worth $570K as of Q1 2026.
  • ZEGA Investments sold 98,887 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $884K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.06% of ZEGA Investments's portfolio in Q1 2026, its #174 holding.
  • ZEGA Investments first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's YieldMax Universe Fund of Option Income ETFs position peaked at $3.27M in Q4 2024.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.