Elevation Advisory Partners’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Elevation Advisory Partners’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	$319K	Hold	22,155	–	–	0.31%	39
2026 Q2	$291K	Buy	+22,155	New	+$476K	0.3%	40

Other funds holding MSTY

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Elevation Advisory Partners's MSTY Position: Q3 2026 in Review

Elevation Advisory Partners held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q3 2026 at 22,155 shares worth $319K. The position accounts for 0.31% of the portfolio, ranked #39.

Elevation Advisory Partners first reported a position in MSTY in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

Elevation Advisory Partners held 22,155 shares of YieldMax MSTR Option Income Strategy ETF worth $319K as of Q3 2026.
Elevation Advisory Partners left its YieldMax MSTR Option Income Strategy ETF share count unchanged in Q3 2026.
YieldMax MSTR Option Income Strategy ETF made up 0.31% of Elevation Advisory Partners's portfolio in Q3 2026, its #39 holding.
Elevation Advisory Partners first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2026 and has held it in 2 quarters since.
41 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on Elevation Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.