Focus Partners Wealth’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Focus Partners Wealth’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	$186K	Buy	15,202 +2,002	+15%	+$43K	﹤0.01%	2526
2026 Q1	$281K	Buy	+13,200	New	+$338K	﹤0.01%	2231

Other funds holding MSTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Focus Partners Wealth's MSTY Position: Q2 2026 in Review

Focus Partners Wealth increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 15% in Q2 2026, buying an estimated $43K and bringing the position to 15,202 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Focus Partners Wealth first reported a position in MSTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Focus Partners Wealth held 15,202 shares of YieldMax MSTR Option Income Strategy ETF worth $186K as of Q2 2026.
Focus Partners Wealth bought 2,002 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $43K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2526 holding.
Focus Partners Wealth first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
Focus Partners Wealth's YieldMax MSTR Option Income Strategy ETF position peaked at $281K in Q1 2026.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.