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Garton & Associates Financial Advisors’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,290
Closed -$18.4K – 722
2025
Q4 		$18.4K Buy
+1,290
New +$19.2K 0.01% 666

Other funds holding YMAG

MML Investors Services
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
EI
EFG International Zurich $5.46B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Garton & Associates Financial Advisors's YMAG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2026, closing a stake of 1,290 shares — an estimated $18.4K sold.

Garton & Associates Financial Advisors first reported a position in YMAG in Q4 2025 and held it in 1 quarter. The position peaked at $18.4K in Q4 2025. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,290 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2026, an estimated $18.4K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $18.4K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.