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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
2025
Q2 		– Sell
-105,316
Closed -$1.57M – 1393
2025
Q1 		$1.57M Buy
105,316
+44,046
+72% +$766K 0.05% 374
2024
Q4 		$1.18M Buy
+61,270
New +$1.19M 0.04% 400

Other funds holding YMAG

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's YMAG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q2 2025, closing a stake of 105,316 shares — an estimated $1.57M sold.

B. Riley Wealth Advisors first reported a position in YMAG in Q4 2024 and held it in 2 quarters. The position peaked at $1.57M in Q1 2025. 23 funds tracked by Wall St. Rank hold YMAG as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 105,316 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q2 2025, an estimated $1.57M.
  • B. Riley Wealth Advisors first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $1.57M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.