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Castleview Partners’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Castleview Partners’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
Q3 		– Sell
-6,469
Closed -$134K – 944
2024
Q2 		$134K Sell
6,469
-1,861
-22% -$37.7K 0.08% 212
2024
Q1 		$170K Buy
+8,330
New +$170K 0.1% 195

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castleview Partners's YMAG Position: Q3 2024 in Review

Castleview Partners sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q3 2024, closing a stake of 6,469 shares — an estimated $134K sold.

Castleview Partners first reported a position in YMAG in Q1 2024 and held it in 2 quarters. The position peaked at $170K in Q1 2024. 10 funds tracked by Wall St. Rank hold YMAG as of Q3 2024.

  • Castleview Partners reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 6,469 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q3 2024, an estimated $134K.
  • Castleview Partners first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q1 2024 and held it in 2 quarters.
  • Castleview Partners's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $170K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.