Wealth Enhancement Advisory Services
YMAG icon

Wealth Enhancement Advisory Services’s YieldMax Magnificent 7 Fund of Option Income ETFs YMAG Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-10,500
Closed -$161K – 3719
2025
Q2 		$161K Buy
+10,500
New +$157K ﹤0.01% 3046
2024
Q3 		– Sell
-11,100
Closed -$231K – 2922
2024
Q2 		$231K Buy
+11,100
New +$225K ﹤0.01% 2187

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's YMAG Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) in Q3 2025, closing a stake of 10,500 shares — an estimated $161K sold.

Wealth Enhancement Advisory Services first reported a position in YMAG in Q2 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2024. 33 funds tracked by Wall St. Rank hold YMAG as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining YieldMax Magnificent 7 Fund of Option Income ETFs position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,500 YieldMax Magnificent 7 Fund of Option Income ETFs shares in Q3 2025, an estimated $161K.
  • Wealth Enhancement Advisory Services first reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs in Q2 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's YieldMax Magnificent 7 Fund of Option Income ETFs position peaked at $231K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held YieldMax Magnificent 7 Fund of Option Income ETFs as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.