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Concurrent Investment Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Concurrent Investment Advisors’s Portfolio MSTY Stock Details MSTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,810
Closed -$616K – 2065
2025
Q4 		$616K Sell
20,810
-1,575
-7% -$73.5K 0.01% 1054
2025
Q3 		$1.56M Buy
+22,385
New +$2.04M 0.03% 524

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Concurrent Investment Advisors's MSTY Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q1 2026, closing a stake of 20,810 shares — an estimated $616K sold.

Concurrent Investment Advisors first reported a position in MSTY in Q3 2025 and held it in 2 quarters. The position peaked at $1.56M in Q3 2025. 75 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 20,810 YieldMax MSTR Option Income Strategy ETF shares in Q1 2026, an estimated $616K.
  • Concurrent Investment Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $1.56M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.