Clark Wealth Partners’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Clark Wealth Partners’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	–	Sell	-327	Closed	-$3.78K	–	621
2026 Q1	$3.78K	Buy	327 +21	+7%	+$278	﹤0.01%	368
2025 Q4	$4.72K	Hold	306	–	–	﹤0.01%	340
2025 Q3	$4.72K	Buy	+306	New	+$5.42K	﹤0.01%	340

Other funds holding MSFO

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Clark Wealth Partners's MSFO Position: Q2 2026 in Review

Clark Wealth Partners sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q2 2026, closing a stake of 327 shares — an estimated $3.78K sold.

Clark Wealth Partners first reported a position in MSFO in Q3 2025 and held it in 3 quarters. The position peaked at $4.72K in Q4 2025. 18 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Clark Wealth Partners reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 327 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $3.78K.
Clark Wealth Partners first reported a position in YieldMax MSFT Option Income Strategy ETF in Q3 2025 and held it in 3 quarters.
Clark Wealth Partners's YieldMax MSFT Option Income Strategy ETF position peaked at $4.72K in Q4 2025.
18 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.