CoreCap Advisors’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

CoreCap Advisors’s Portfolio MSFY Stock Details MSFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$271	Sell	13 -3	-19%	-$58	﹤0.01%	2906
2026 Q2	$263	Buy	16 +5	+45%	+$91	﹤0.01%	2972
2026 Q1	$187	Buy	11 +2	+22%	+$40	﹤0.01%	2765
2025 Q4	$218	Hold	9	–	–	﹤0.01%	2807
2025 Q3	$245	Sell	9 -47	-84%	-$1.27K	﹤0.01%	2647
2025 Q2	$1.5K	Buy	+56	New	+$1.36K	﹤0.01%	2363

Other funds holding MSFY

Kurv Investment Management San Francisco, California $200M AUM 53.41% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors's MSFY Position: Q3 2026 in Review

CoreCap Advisors reduced its Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) stake by 19% in Q3 2026, selling an estimated $58 and leaving 13 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #2906.

CoreCap Advisors first reported a position in MSFY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.5K in Q2 2025. 5 funds tracked by Wall St. Rank hold MSFY as of Q3 2026.

CoreCap Advisors held 13 shares of Kurv Yield Premium Strategy Microsoft (MSFT) ETF worth $271 as of Q3 2026.
CoreCap Advisors sold 3 Kurv Yield Premium Strategy Microsoft (MSFT) ETF shares in Q3 2026, an estimated $58.
Kurv Yield Premium Strategy Microsoft (MSFT) ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2906 holding.
CoreCap Advisors first reported a position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF in Q2 2025 and has held it in 6 quarters since.
CoreCap Advisors's Kurv Yield Premium Strategy Microsoft (MSFT) ETF position peaked at $1.5K in Q2 2025.
5 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.