Dynamic Advisor Solutions’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Dynamic Advisor Solutions’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	$330K	Buy	20,538 +7,776	+61%	+$109K	0.01%	806
2026 Q2	$156K	Sell	12,762 -448	-3%	-$9.6K	﹤0.01%	1015
2026 Q1	$281K	Buy	13,210 +5,970	+82%	+$153K	0.01%	827
2025 Q4	$214K	Sell	7,240 -105	-1%	-$4.9K	0.01%	883
2025 Q3	$513K	Buy	7,345 +1,347	+22%	+$123K	0.01%	623
2025 Q2	$665K	Buy	5,998 +1,117	+23%	+$123K	0.02%	541
2025 Q1	$496K	Buy	+4,881	New	+$603K	0.02%	585
2024 Q4	–	Sell	-2,724	Closed	-$342K	–	951
2024 Q3	$342K	Buy	2,724 +770	+39%	+$95.8K	0.01%	712
2024 Q2	$282K	Buy	+1,954	New	+$316K	0.01%	783

Other funds holding MSTY

FIA

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

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

WCM

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

TCM

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

Dynamic Advisor Solutions's MSTY Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 61% in Q3 2026, buying an estimated $109K and bringing the position to 20,538 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #806.

Dynamic Advisor Solutions first reported a position in MSTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $665K in Q2 2025. 11 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

Dynamic Advisor Solutions held 20,538 shares of YieldMax MSTR Option Income Strategy ETF worth $330K as of Q3 2026.
Dynamic Advisor Solutions bought 7,776 YieldMax MSTR Option Income Strategy ETF shares in Q3 2026, an estimated $109K.
YieldMax MSTR Option Income Strategy ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #806 holding.
Dynamic Advisor Solutions first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's YieldMax MSTR Option Income Strategy ETF position peaked at $665K in Q2 2025.
11 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.