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Centaurus Financial’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Centaurus Financial’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
2024
Q4 		– Sell
-13,692
Closed -$274K – 904
2024
Q3 		$274K Sell
13,692
-31,241
-70% -$635K 0.02% 564
2024
Q2 		$1M Buy
+44,933
New +$976K 0.07% 242

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Centaurus Financial's MSFO Position: Q4 2024 in Review

Centaurus Financial sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q4 2024, closing a stake of 13,692 shares — an estimated $274K sold.

Centaurus Financial first reported a position in MSFO in Q2 2024 and held it in 2 quarters. The position peaked at $1M in Q2 2024. 8 funds tracked by Wall St. Rank hold MSFO as of Q4 2024.

  • Centaurus Financial reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Centaurus Financial sold 13,692 YieldMax MSFT Option Income Strategy ETF shares in Q4 2024, an estimated $274K.
  • Centaurus Financial first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Centaurus Financial's YieldMax MSFT Option Income Strategy ETF position peaked at $1M in Q2 2024.
  • 8 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.