Cassaday & Co Wealth Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Cassaday & Co Wealth Management’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 Q1	$4.26K	Buy	+200	New	+$5.13K	﹤0.01%	995

Other funds holding MSTY

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Cassaday & Co Wealth Management's MSTY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in YieldMax MSTR Option Income Strategy ETF (MSTY) in Q1 2026: 200 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

75 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

Cassaday & Co Wealth Management held 200 shares of YieldMax MSTR Option Income Strategy ETF worth $4.26K as of Q1 2026.
YieldMax MSTR Option Income Strategy ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #995 holding.
75 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.