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Sunbelt Securities’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Sunbelt Securities’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 		– Sell
-2,927
Closed -$41.7K – 3098
2025
Q4 		$41.7K Sell
2,927
-311
-10% -$4.63K ﹤0.01% 1038
2025
Q3 		$50.9K Sell
3,238
-1,891
-37% -$29.2K ﹤0.01% 1000
2025
Q2 		$98.7K Buy
5,129
+434
+9% +$6.5K 0.01% 766
2025
Q1 		$70.1K Sell
4,695
-434
-8% -$7.54K 0.01% 824
2024
Q4 		$100K Hold
5,129
– – 0.01% 764
2024
Q3 		$99.8K Buy
5,129
+1,059
+26% +$20.7K 0.01% 762
2024
Q2 		$84.5K Buy
+4,070
New +$82.4K 0.01% 775

Other funds holding YMAG

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Sunbelt Securities's YMAG Position: Q1 2026 in Review

Sunbelt Securities sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2026, closing a stake of 2,927 shares — an estimated $41.7K sold.

Sunbelt Securities first reported a position in YMAG in Q2 2024 and held it in 7 quarters. The position peaked at $100K in Q4 2024. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Sunbelt Securities reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 2,927 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2026, an estimated $41.7K.
  • Sunbelt Securities first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q2 2024 and held it in 7 quarters.
  • Sunbelt Securities's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $100K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.