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MAI Capital Management’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

MAI Capital 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 		– Sell
-1,000
Closed -$11.9K – 4800
2026
Q1 		$11.9K Sell
1,000
-1,702
-63% -$22.4K ﹤0.01% 3070
2025
Q4 		$38.4K Buy
2,702
+1,702
+170% +$25.3K ﹤0.01% 2163
2025
Q3 		$15.7K Buy
1,000
+995
+19,900% +$15.4K ﹤0.01% 2517
2025
Q2 		$69 Buy
+5
New +$75 ﹤0.01% 3905

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EI
EFG International Zurich $5.46B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MAI Capital Management's YMAG Position: Q2 2026 in Review

MAI Capital Management sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q2 2026, closing a stake of 1,000 shares — an estimated $11.9K sold.

MAI Capital Management first reported a position in YMAG in Q2 2025 and held it in 4 quarters. The position peaked at $38.4K in Q4 2025. 33 funds tracked by Wall St. Rank hold YMAG as of Q2 2026.

  • MAI Capital Management reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,000 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q2 2026, an estimated $11.9K.
  • MAI Capital Management first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $38.4K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.