NWM
YMAG icon

Napa Wealth Management’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Napa Wealth 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
2025
Q1 		– Sell
-32,642
Closed -$628K – 218
2024
Q4 		$628K Buy
+32,642
New +$634K 0.27% 103

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

Napa Wealth Management's YMAG Position: Q1 2025 in Review

Napa Wealth Management sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2025, closing a stake of 32,642 shares — an estimated $628K sold.

Napa Wealth Management first reported a position in YMAG in Q4 2024 and held it in 1 quarter. The position peaked at $628K in Q4 2024. 21 funds tracked by Wall St. Rank hold YMAG as of Q1 2025.

  • Napa Wealth Management reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 32,642 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2025, an estimated $628K.
  • Napa Wealth Management first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2024 and held it in 1 quarter.
  • Napa Wealth Management's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $628K 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 Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.