Envestnet Asset Management
YMAG icon

Envestnet Asset Management’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Envestnet Asset Management’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
2026
Q1 		$996K Buy
83,340
+41,152
+98% +$542K ﹤0.01% 3474
2025
Q4 		$600K Buy
42,188
+24,649
+141% +$367K ﹤0.01% 3575
2025
Q3 		$276K Buy
+17,539
New +$271K ﹤0.01% 4135

Other funds holding YMAG

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Envestnet Asset Management's YMAG Position: Q1 2026 in Review

Envestnet Asset Management increased its YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) stake by 98% in Q1 2026, buying an estimated $542K and bringing the position to 83,340 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

Envestnet Asset Management first reported a position in YMAG in Q3 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Envestnet Asset Management held 83,340 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $996K as of Q1 2026.
  • Envestnet Asset Management bought 41,152 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2026, an estimated $542K.
  • YieldMax Magnificent 7 Fund of Option Income ETFs made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3474 holding.
  • Envestnet Asset Management first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q3 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.