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Everett Harris & Co’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Everett Harris & Co’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
-2,146
Closed -$150K – 345
2025
Q3 		$150K Buy
2,146
+35
+2% +$3.18K ﹤0.01% 319
2025
Q2 		$234K Buy
+2,111
New +$232K ﹤0.01% 303

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Everett Harris & Co's MSTY Position: Q4 2025 in Review

Everett Harris & Co sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 2,146 shares — an estimated $150K sold.

Everett Harris & Co first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Everett Harris & Co reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Everett Harris & Co sold 2,146 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $150K.
  • Everett Harris & Co first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Everett Harris & Co's YieldMax MSTR Option Income Strategy ETF position peaked at $234K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Everett Harris & Co's 13F filing for Q4 2025, filed 11 Feb 2026.