Avantax Advisory Services’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$471K	Sell	4,253 -133	-3%	-$14.6K	﹤0.01%	1617
2025 Q1	$446K	Buy	+4,386	New	+$542K	﹤0.01%	1575

Other funds holding MSTY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's MSTY Position: Q2 2025 in Review

Avantax Advisory Services reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 3% in Q2 2025, selling an estimated $14.6K and leaving 4,253 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Avantax Advisory Services first reported a position in MSTY in Q1 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold MSTY as of Q2 2025.

Avantax Advisory Services held 4,253 shares of YieldMax MSTR Option Income Strategy ETF worth $471K as of Q2 2025.
Avantax Advisory Services sold 133 YieldMax MSTR Option Income Strategy ETF shares in Q2 2025, an estimated $14.6K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1617 holding.
Avantax Advisory Services first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and has held it in 2 quarters since.
165 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.