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Cornerstone Planning Group’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Cornerstone Planning Group’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
Q2 		$51K Buy
3,826
+427
+13% +$9.17K 0.01% 404
2026
Q1 		$93.1K Buy
3,399
+359
+12% +$9.2K 0.01% 259
2025
Q4 		$88.8K Buy
3,040
+3,036
+75,900% +$142K 0.01% 228
2025
Q3 		$556 Sell
4
-2,431
-100% -$221K ﹤0.01% 1454
2025
Q2 		$223K Buy
+2,435
New +$267K 0.05% 79

Other funds holding MSTY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
EAP
Elevation Advisory Partners Orlando, Florida $97.7M AUM
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cornerstone Planning Group's MSTY Position: Q2 2026 in Review

Cornerstone Planning Group increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 13% in Q2 2026, buying an estimated $9.17K and bringing the position to 3,826 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #404.

Cornerstone Planning Group first reported a position in MSTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $223K in Q2 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Cornerstone Planning Group held 3,826 shares of YieldMax MSTR Option Income Strategy ETF worth $51K as of Q2 2026.
  • Cornerstone Planning Group bought 427 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $9.17K.
  • YieldMax MSTR Option Income Strategy ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #404 holding.
  • Cornerstone Planning Group first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's YieldMax MSTR Option Income Strategy ETF position peaked at $223K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.