Advisornet Financial’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Advisornet Financial’s Portfolio MSTY Stock Details MSTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.01K	Sell	492 -479	-49%	-$10.3K	﹤0.01%	1725
2026 Q1	$20.7K	Buy	971 +166	+21%	+$4.25K	﹤0.01%	1325
2025 Q4	$23.8K	Sell	805 -175	-18%	-$8.17K	﹤0.01%	1269
2025 Q3	$68.4K	Buy	980 +225	+30%	+$20.5K	﹤0.01%	922
2025 Q2	$83.7K	Sell	755 -527	-41%	-$57.9K	0.01%	809
2025 Q1	$130K	Buy	1,282 +717	+127%	+$88.6K	0.01%	652
2024 Q4	$74.3K	Buy	+565	New	+$89.2K	0.01%	761

Other funds holding MSTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

EAP

Elevation Advisory Partners Orlando, Florida $97.7M AUM

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advisornet Financial's MSTY Position: Q2 2026 in Review

Advisornet Financial reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 49% in Q2 2026, selling an estimated $10.3K and leaving 492 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Advisornet Financial first reported a position in MSTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q1 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Advisornet Financial held 492 shares of YieldMax MSTR Option Income Strategy ETF worth $6.01K as of Q2 2026.
Advisornet Financial sold 479 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $10.3K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1725 holding.
Advisornet Financial first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Advisornet Financial's YieldMax MSTR Option Income Strategy ETF position peaked at $130K in Q1 2025.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.