Fidelity Investments
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Fidelity Investments’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Fidelity Investments’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
Q2 		$12.1K Buy
987
+823
+502% +$17.7K ﹤0.01% 4836
2026
Q1 		$3.49K Buy
164
+43
+36% +$1.1K ﹤0.01% 4974
2025
Q4 		$3.58K Sell
121
-958
-89% -$44.7K ﹤0.01% 4941
2025
Q3 		$75.3K Buy
+1,079
New +$98.1K ﹤0.01% 3786
2025
Q1 		– Sell
-1
Closed -$79 – 5727
2024
Q4 		$79 Buy
+1
New +$158 ﹤0.01% 5139

Other funds holding MSTY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
EAP
Elevation Advisory Partners Orlando, Florida $97.7M AUM
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fidelity Investments's MSTY Position: Q2 2026 in Review

Fidelity Investments increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 502% in Q2 2026, buying an estimated $17.7K and bringing the position to 987 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4836.

Fidelity Investments first reported a position in MSTY in Q4 2024 and has held it in 5 quarters since. The position peaked at $75.3K in Q3 2025. 68 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Fidelity Investments held 987 shares of YieldMax MSTR Option Income Strategy ETF worth $12.1K as of Q2 2026.
  • Fidelity Investments bought 823 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $17.7K.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4836 holding.
  • Fidelity Investments first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2024 and has held it in 5 quarters since.
  • Fidelity Investments's YieldMax MSTR Option Income Strategy ETF position peaked at $75.3K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

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