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YieldMax Magnificent 7 Fund of Option Income ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Centaurus Financial
California
$20.2M +$514K +29,567 +2%
PCIA
2
Prime Capital Investment Advisors
Kansas
$4.24M +$4.68M +269,268 +1,834%
AWM
3
AE Wealth Management
Kansas
$2.98M +$232K +13,344 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$1.92M +$119K +6,840 +6%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.57M +$766K +44,046 +72%
CF
6
Claris Financial
Virginia
$1.14M
OMC
7
Old Mission Capital
Illinois
$471K +$548K +31,527 New
JP Morgan Chase
8
JP Morgan Chase
New York
$461K +$423K +24,319 +371%
IPAM
9
Investment Partners Asset Management
New Jersey
$401K +$467K +26,883 New
RA
10
RiverTree Advisors
Florida
$361K +$33.5K +1,925 +9%
BCI
11
Brinker Capital Investments
Pennsylvania
$243K +$283K +16,255 New
OPS
12
Orion Portfolio Solutions
Nebraska
$243K +$283K +16,255 New
SS
13
Sunbelt Securities
Texas
$70.1K -$7.54K -434 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$43.7K +$50.6K +2,910 +20,786%
HI
15
Harbour Investments
Wisconsin
$38.7K +$45.1K +2,595 New
TAM
16
Tucker Asset Management
Colorado
$36K +$11.9K +686 +40%
POIA
17
Pin Oak Investment Advisors
Texas
$8K +$869 +50 +11%
Morgan Stanley
18
Morgan Stanley
New York
$4.94K +$5.75K +331 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.27K +$365 +21 +33%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$358 +$417 +24 New
CA
21
CoreCap Advisors
Michigan
$75
Wells Fargo
22
Wells Fargo
California
$22 -$17 -1 -50%
WWA
23
Wealth Watch Advisors
Colorado
-$1.21M -62,924 Closed
NWM
24
Napa Wealth Management
California
-$628K -32,642 Closed
FWP
25
Falcon Wealth Planning
California
-$594K -30,850 Closed