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 Q2	$1.58M	Buy	137,937 +54,597	+66%	+$679K	﹤0.01%	3317
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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EFG International Zurich $5.46B AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Envestnet Asset Management's YMAG Position: Q2 2026 in Review

Envestnet Asset Management increased its YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) stake by 66% in Q2 2026, buying an estimated $679K and bringing the position to 137,937 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Envestnet Asset Management first reported a position in YMAG in Q3 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold YMAG as of Q2 2026.

Envestnet Asset Management held 137,937 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $1.58M as of Q2 2026.
Envestnet Asset Management bought 54,597 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q2 2026, an estimated $679K.
YieldMax Magnificent 7 Fund of Option Income ETFs made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3317 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 4 quarters since.
33 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.