Farther Finance Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Farther Finance 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
2026 Q3	$3.46K	Sell	216 -495	-70%	-$6.93K	﹤0.01%	5185
2026 Q2	$8.69K	Buy	711 +456	+179%	+$9.79K	﹤0.01%	4515
2026 Q1	$5.35K	Sell	255 -755	-75%	-$19.3K	﹤0.01%	4460
2025 Q4	$29.9K	Buy	1,010 +1,003	+14,329%	+$46.8K	﹤0.01%	3147
2025 Q3	$487	Buy	7 +2	+40%	+$182	﹤0.01%	4548
2025 Q2	$590	Buy	5 +3	+150%	+$329	﹤0.01%	4013
2025 Q1	$257	Hold	2	–	–	﹤0.01%	3906
2024 Q4	$316	Buy	2 +1	+100%	+$158	﹤0.01%	3543
2024 Q3	$75	Buy	+1	New	+$124	﹤0.01%	3824

Other funds holding MSTY

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's MSTY Position: Q3 2026 in Review

Farther Finance Advisors reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 70% in Q3 2026, selling an estimated $6.93K and leaving 216 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #5185.

Farther Finance Advisors first reported a position in MSTY in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.9K in Q4 2025. 4 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

Farther Finance Advisors held 216 shares of YieldMax MSTR Option Income Strategy ETF worth $3.46K as of Q3 2026.
Farther Finance Advisors sold 495 YieldMax MSTR Option Income Strategy ETF shares in Q3 2026, an estimated $6.93K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5185 holding.
Farther Finance Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $29.9K in Q4 2025.
4 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.