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Synergy Asset Management’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Synergy Asset 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
2026
Q1 		$154K Buy
12,903
+2,694
+26% +$35.5K 0.02% 248
2025
Q4 		$145K Buy
+10,209
New +$152K 0.02% 223

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 $158M AUM 5.18% 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

Synergy Asset Management's YMAG Position: Q1 2026 in Review

Synergy Asset Management increased its YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) stake by 26% in Q1 2026, buying an estimated $35.5K and bringing the position to 12,903 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #248.

Synergy Asset Management first reported a position in YMAG in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold YMAG as of Q1 2026.

  • Synergy Asset Management held 12,903 shares of YieldMax Magnificent 7 Fund of Option Income ETFs worth $154K as of Q1 2026.
  • Synergy Asset Management bought 2,694 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q1 2026, an estimated $35.5K.
  • YieldMax Magnificent 7 Fund of Option Income ETFs made up 0.02% of Synergy Asset Management's portfolio in Q1 2026, its #248 holding.
  • Synergy Asset Management first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.