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Chung Wu Investment Group’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Chung Wu Investment Group’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
Q4 		– Sell
-400
Closed -$6.28K – 286
2025
Q3 		$6.28K Hold
400
– – 0.01% 224
2025
Q2 		$6.1K Buy
+400
New +$5.99K 0.01% 223
2025
Q1 		– Sell
-10,400
Closed -$200K – 95
2024
Q4 		$200K Buy
+10,400
New +$202K 0.2% 77

Other funds holding YMAG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chung Wu Investment Group's YMAG Position: Q4 2025 in Review

Chung Wu Investment Group sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q4 2025, closing a stake of 400 shares — an estimated $6.28K sold.

Chung Wu Investment Group first reported a position in YMAG in Q4 2024 and held it in 3 quarters. The position peaked at $200K in Q4 2024. 38 funds tracked by Wall St. Rank hold YMAG as of Q4 2025.

  • Chung Wu Investment Group reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 400 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q4 2025, an estimated $6.28K.
  • Chung Wu Investment Group first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2024 and held it in 3 quarters.
  • Chung Wu Investment Group's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $200K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q4 2025.

Based on Chung Wu Investment Group's 13F filing for Q4 2025, filed 2 Feb 2026.