Fidelity Investments’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Fidelity Investments’s Portfolio MSFO Stock Details MSFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$81	–	5672
2026 Q1	$81	Buy	7 +3	+75%	+$40	﹤0.01%	5274
2025 Q4	$62	Buy	+4	New	+$66	﹤0.01%	5272

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fidelity Investments's MSFO Position: Q2 2026 in Review

Fidelity Investments sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q2 2026, closing a stake of 7 shares — an estimated $81 sold.

Fidelity Investments first reported a position in MSFO in Q4 2025 and held it in 2 quarters. The position peaked at $81 in Q1 2026. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Fidelity Investments reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Fidelity Investments sold 7 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $81.
Fidelity Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
Fidelity Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $81 in Q1 2026.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.