Creative Planning
MSTY icon

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

Creative Planning’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
2025
Q4 		– Sell
-5,325
Closed -$372K – 4136
2025
Q3 		$372K Sell
5,325
-813
-13% -$73.9K ﹤0.01% 2982
2025
Q2 		$680K Buy
+6,138
New +$674K ﹤0.01% 2187

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $330M AUM 36.17% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Creative Planning's MSTY Position: Q4 2025 in Review

Creative Planning sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 5,325 shares — an estimated $372K sold.

Creative Planning first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $680K in Q2 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Creative Planning reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 5,325 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $372K.
  • Creative Planning first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Creative Planning's YieldMax MSTR Option Income Strategy ETF position peaked at $680K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.