AssetMark Inc’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

AssetMark Inc’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 Q3	$32	Buy	+2	New	+$28	﹤0.01%	3735

Other funds holding MSTY

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.9M AUM 23.37% 1-Year Est. Return

AssetMark Inc's MSTY Position: Q3 2026 in Review

AssetMark Inc opened a new position in YieldMax MSTR Option Income Strategy ETF (MSTY) in Q3 2026: 2 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #3735 among its holdings.

21 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

AssetMark Inc held 2 shares of YieldMax MSTR Option Income Strategy ETF worth $32 as of Q3 2026.
YieldMax MSTR Option Income Strategy ETF was a new AssetMark Inc position in Q3 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3735 holding.
21 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.