Fidelity Investments
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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
Q1 		$81 Buy
7
+3
+75% +$40 ﹤0.01% 5274
2025
Q4 		$62 Buy
+4
New +$66 ﹤0.01% 5272

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Fidelity Investments's MSFO Position: Q1 2026 in Review

Fidelity Investments increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 75% in Q1 2026, buying an estimated $40 and bringing the position to 7 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #5274.

Fidelity Investments first reported a position in MSFO in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Fidelity Investments held 7 shares of YieldMax MSFT Option Income Strategy ETF worth $81 as of Q1 2026.
  • Fidelity Investments bought 3 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $40.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5274 holding.
  • Fidelity Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.