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Swan Capital’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Swan Capital’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
-134
Closed -$1.91K – 613
2025
Q4 		$1.91K Hold
134
– – ﹤0.01% 337
2025
Q3 		$2.1K Buy
+134
New +$2.07K ﹤0.01% 309

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

Swan Capital's YMAG Position: Q1 2026 in Review

Swan Capital sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q1 2026, closing a stake of 134 shares — an estimated $1.91K sold.

Swan Capital first reported a position in YMAG in Q3 2025 and held it in 2 quarters. The position peaked at $2.1K in Q3 2025. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Swan Capital reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Swan Capital sold 134 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2026, an estimated $1.91K.
  • Swan Capital first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q3 2025 and held it in 2 quarters.
  • Swan Capital's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $2.1K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.