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EverSource Wealth Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-20
Closed -$2.03K – 4370
2025
Q1 		$2.03K Buy
+20
New +$2.47K ﹤0.01% 2922

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's MSTY Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2025, closing a stake of 20 shares — an estimated $2.03K sold.

EverSource Wealth Advisors first reported a position in MSTY in Q1 2025 and held it in 1 quarter. The position peaked at $2.03K in Q1 2025. 165 funds tracked by Wall St. Rank hold MSTY as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 YieldMax MSTR Option Income Strategy ETF shares in Q2 2025, an estimated $2.03K.
  • EverSource Wealth Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $2.03K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.