Citadel Advisors
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Citadel Advisors’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Citadel Advisors’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
-2,300
Closed -$46K – 15071
2024
Q3 		$46K Buy
+2,300
New +$46.8K ﹤0.01% 12006

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
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
IA
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

Citadel Advisors's MSFO Position: Q2 2026 in Review

Citadel Advisors increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 118% in Q2 2026, buying an estimated $326K and bringing the position to 50,768 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #9712.

Citadel Advisors first reported a position in MSFO in Q1 2024 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

  • Citadel Advisors held 50,768 shares of YieldMax MSFT Option Income Strategy ETF worth $532K as of Q2 2026.
  • Citadel Advisors bought 27,498 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $326K.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9712 holding.
  • Citadel Advisors first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.