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Garton & Associates Financial Advisors’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,130
Closed -$17.5K – 475
2025
Q4 		$17.5K Buy
+1,130
New +$18.6K 0.01% 687

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Garton & Associates Financial Advisors's MSFO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q1 2026, closing a stake of 1,130 shares — an estimated $17.5K sold.

Garton & Associates Financial Advisors first reported a position in MSFO in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,130 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $17.5K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax MSFT Option Income Strategy ETF position peaked at $17.5K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.