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Farther Finance Advisors’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

Farther Finance Advisors’s Portfolio MSFY Stock Details MSFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-387
Closed -$8.75K – 4606
2025
Q1 		$8.75K Hold
387
– – ﹤0.01% 2808
2024
Q4 		$9.82K Buy
+387
New +$10K ﹤0.01% 2390

Other funds holding MSFY

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's MSFY Position: Q2 2025 in Review

Farther Finance Advisors sold out of Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) in Q2 2025, closing a stake of 387 shares — an estimated $8.75K sold.

Farther Finance Advisors first reported a position in MSFY in Q4 2024 and held it in 2 quarters. The position peaked at $9.82K in Q4 2024. 4 funds tracked by Wall St. Rank hold MSFY as of Q2 2025.

  • Farther Finance Advisors reported no remaining Kurv Yield Premium Strategy Microsoft (MSFT) ETF position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 387 Kurv Yield Premium Strategy Microsoft (MSFT) ETF shares in Q2 2025, an estimated $8.75K.
  • Farther Finance Advisors first reported a position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF in Q4 2024 and held it in 2 quarters.
  • Farther Finance Advisors's Kurv Yield Premium Strategy Microsoft (MSFT) ETF position peaked at $9.82K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.