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 Q2	$298K	Buy	28,500 +5,200	+22%	+$61.7K	﹤0.01%	11137
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

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

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

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

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.