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

Berger Financial Group’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
Q4 		– Sell
-2,535
Closed -$177K – 490
2025
Q3 		$177K Sell
2,535
-52
-2% -$4.73K 0.01% 437
2025
Q2 		$287K Buy
+2,587
New +$284K 0.02% 346

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Berger Financial Group's MSTY Position: Q4 2025 in Review

Berger Financial Group sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 2,535 shares — an estimated $177K sold.

Berger Financial Group first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $287K in Q2 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Berger Financial Group reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 2,535 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $177K.
  • Berger Financial Group first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Berger Financial Group's YieldMax MSTR Option Income Strategy ETF position peaked at $287K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.