Cavalier Investments’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Cavalier Investments’s Portfolio MSFO Stock Details MSFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$446K	Buy	42,584 +10,927	+35%	+$130K	0.02%	68
2026 Q1	$366K	Buy	31,657 +5,782	+22%	+$76.6K	0.01%	109
2025 Q4	$400K	Buy	25,875 +4,606	+22%	+$76K	0.02%	82
2025 Q3	$371K	Buy	21,269 +6,143	+41%	+$109K	0.03%	94
2025 Q2	$270K	Sell	15,126 -19,762	-57%	-$333K	0.08%	68
2025 Q1	$548K	Buy	34,888 +17,938	+106%	+$306K	0.19%	69
2024 Q4	$308K	Buy	+16,950	New	+$324K	0.1%	70

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cavalier Investments's MSFO Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 35% in Q2 2026, buying an estimated $130K and bringing the position to 42,584 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #68.

Cavalier Investments first reported a position in MSFO in Q4 2024 and has held it in 7 quarters since. The position peaked at $548K in Q1 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Cavalier Investments held 42,584 shares of YieldMax MSFT Option Income Strategy ETF worth $446K as of Q2 2026.
Cavalier Investments bought 10,927 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $130K.
YieldMax MSFT Option Income Strategy ETF made up 0.02% of Cavalier Investments's portfolio in Q2 2026, its #68 holding.
Cavalier Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Cavalier Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $548K in Q1 2025.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.