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
2026
Q1 		$269K Buy
+23,300
New +$309K ﹤0.01% 10716
2025
Q4 		– Sell
-13,400
Closed -$233K – 13578
2025
Q3 		$233K Buy
+13,400
New +$237K ﹤0.01% 10900
2024
Q4 		– Sell
-1,200
Closed -$24K – 15073
2024
Q3 		$24K Buy
+1,200
New +$24.4K ﹤0.01% 12634

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors's MSFO Position: Q1 2026 in Review

Citadel Advisors opened a new position in YieldMax MSFT Option Income Strategy ETF (MSFO) in Q1 2026: 23,270 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #10723 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in MSFO as recently as Q3 2025.

Citadel Advisors first reported a position in MSFO in Q1 2024 and has held it in 4 quarters since. The position peaked at $485K in Q1 2024. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Citadel Advisors held 23,270 shares of YieldMax MSFT Option Income Strategy ETF worth $269K as of Q1 2026.
  • YieldMax MSFT Option Income Strategy ETF was a new Citadel Advisors position in Q1 2026.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10723 holding.
  • Citadel Advisors first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 4 quarters since.
  • Citadel Advisors's YieldMax MSFT Option Income Strategy ETF position peaked at $485K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.