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Pin Oak Investment Advisors’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Pin Oak Investment 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
2025
Q2 		– Sell
-510
Closed -$8K – 485
2025
Q1 		$8K Buy
510
+50
+11% +$869 0.01% 343
2024
Q4 		$9K Hold
460
– – 0.01% 349
2024
Q3 		$8K Buy
460
+100
+28% +$1.95K 0.01% 363
2024
Q2 		$7K Buy
360
+140
+64% +$2.83K 0.01% 360
2024
Q1 		$5K Buy
+220
New +$4.48K ﹤0.01% 396

Other funds holding YMAG

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pin Oak Investment Advisors's YMAG Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q2 2025, closing a stake of 510 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in YMAG in Q1 2024 and held it in 5 quarters. The position peaked at $9K in Q4 2024. 23 funds tracked by Wall St. Rank hold YMAG as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 510 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q2 2025, an estimated $8K.
  • Pin Oak Investment Advisors first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q1 2024 and held it in 5 quarters.
  • Pin Oak Investment Advisors's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $9K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.