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Orion Portfolio Solutions’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Orion Portfolio Solutions’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 		$243K Buy
+16,255
New +$283K ﹤0.01% 1729

Other funds holding YMAG

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Orion Portfolio Solutions's YMAG Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2025: 16,255 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings.

22 funds tracked by Wall St. Rank hold YMAG as of Q1 2025.

  • Orion Portfolio Solutions held 16,255 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $243K as of Q1 2025.
  • YieldMax Magnificent 7 Fund of Option Income ETFs was a new Orion Portfolio Solutions position in Q1 2025.
  • YieldMax Magnificent 7 Fund of Option Income ETFs made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1729 holding.
  • 22 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.