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Falcon Wealth Planning’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Falcon Wealth Planning’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
Q1 		– Sell
-30,850
Closed -$594K – 174
2024
Q4 		$594K Buy
+30,850
New +$599K 0.07% 87

Other funds holding YMAG

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Falcon Wealth Planning's YMAG Position: Q1 2025 in Review

Falcon Wealth Planning sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2025, closing a stake of 30,850 shares — an estimated $594K sold.

Falcon Wealth Planning first reported a position in YMAG in Q4 2024 and held it in 1 quarter. The position peaked at $594K in Q4 2024. 21 funds tracked by Wall St. Rank hold YMAG as of Q1 2025.

  • Falcon Wealth Planning reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q1 2025 after selling out during the quarter.
  • Falcon Wealth Planning sold 30,850 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2025, an estimated $594K.
  • Falcon Wealth Planning first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2024 and held it in 1 quarter.
  • Falcon Wealth Planning's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $594K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2025.

Based on Falcon Wealth Planning's 13F filing for Q1 2025, filed 24 Apr 2025.