Cambridge Investment Research Advisors
MSTY icon

Cambridge Investment Research Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Cambridge Investment Research Advisors’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
-2,319
Closed -$162K – 3986
2025
Q3 		$162K Sell
2,319
-862
-27% -$78.4K ﹤0.01% 3533
2025
Q2 		$353K Sell
3,181
-504
-14% -$55.3K ﹤0.01% 2848
2025
Q1 		$375K Buy
+3,685
New +$456K ﹤0.01% 2684

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 $330M AUM 36.17% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Cambridge Investment Research Advisors's MSTY Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 2,319 shares — an estimated $162K sold.

Cambridge Investment Research Advisors first reported a position in MSTY in Q1 2025 and held it in 3 quarters. The position peaked at $375K in Q1 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,319 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $162K.
  • Cambridge Investment Research Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $375K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.