Morgan Stanley
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Morgan Stanley’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Morgan Stanley’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 		$4.8K Buy
+401
New +$5.28K ﹤0.01% 7148
2025
Q4 		– Sell
-135
Closed -$2.12K – 8498
2025
Q3 		$2.12K Buy
135
+134
+13,400% +$2.07K ﹤0.01% 7292
2025
Q2 		$25 Sell
1
-330
-100% -$4.94K ﹤0.01% 7966
2025
Q1 		$4.94K Buy
+331
New +$5.75K ﹤0.01% 6997

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Morgan Stanley's YMAG Position: Q1 2026 in Review

Morgan Stanley opened a new position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2026: 401 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #7148 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in YMAG as recently as Q3 2025.

Morgan Stanley first reported a position in YMAG in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.94K in Q1 2025. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Morgan Stanley held 401 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $4.8K as of Q1 2026.
  • YieldMax Magnificent 7 Fund of Option Income ETFs was a new Morgan Stanley position in Q1 2026.
  • YieldMax Magnificent 7 Fund of Option Income ETFs made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7148 holding.
  • Morgan Stanley first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q1 2025 and has held it in 4 quarters since.
  • Morgan Stanley's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $4.94K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.