BRWA
YMAG icon

B. Riley Wealth Advisors’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

B. Riley Wealth Advisors’s Portfolio YMAG Stock Details YMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.18M Buy
+61,270
New +$1.19M 0.04% 400

Other funds holding YMAG

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

B. Riley Wealth Advisors's YMAG Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q4 2024: 61,270 shares worth $1.18M. The stake represents 0.04% of the portfolio and ranks #400 among its holdings.

22 funds tracked by Wall St. Rank hold YMAG as of Q4 2024.

  • B. Riley Wealth Advisors held 61,270 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $1.18M as of Q4 2024.
  • YieldMax Magnificent 7 Fund of Option Income ETFs was a new B. Riley Wealth Advisors position in Q4 2024.
  • YieldMax Magnificent 7 Fund of Option Income ETFs made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #400 holding.
  • 22 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.