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 Q3	–	Sell	-3,826	Closed	-$51K	–	1778
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

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Cornerstone Planning Group's MSTY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q3 2026, closing a stake of 3,826 shares — an estimated $51K sold.

Cornerstone Planning Group first reported a position in MSTY in Q2 2025 and held it in 5 quarters. The position peaked at $223K in Q2 2025. 12 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

Cornerstone Planning Group reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 3,826 YieldMax MSTR Option Income Strategy ETF shares in Q3 2026, an estimated $51K.
Cornerstone Planning Group first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 5 quarters.
Cornerstone Planning Group's YieldMax MSTR Option Income Strategy ETF position peaked at $223K in Q2 2025.
12 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.