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Garton & Associates Financial Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-192
Closed -$5.68K – 724
2025
Q4 		$5.68K Buy
+192
New +$8.96K ﹤0.01% 964

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

Garton & Associates Financial Advisors sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q1 2026, closing a stake of 192 shares — an estimated $5.68K sold.

Garton & Associates Financial Advisors first reported a position in MSTY in Q4 2025 and held it in 1 quarter. The position peaked at $5.68K in Q4 2025. 76 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 192 YieldMax MSTR Option Income Strategy ETF shares in Q1 2026, an estimated $5.68K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $5.68K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

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