Gladstone Institutional Advisory’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Gladstone Institutional Advisory’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	-15,150	Closed	-$234K	–	870
2025 Q4	$234K	Sell	15,150 -1,000	-6%	-$16.5K	0.01%	714
2025 Q3	$281K	Buy	+16,150	New	+$286K	0.01%	668

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

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

Gladstone Institutional Advisory's MSFO Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q1 2026, closing a stake of 15,150 shares — an estimated $234K sold.

Gladstone Institutional Advisory first reported a position in MSFO in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

Gladstone Institutional Advisory reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 15,150 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $234K.
Gladstone Institutional Advisory first reported a position in YieldMax MSFT Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
Gladstone Institutional Advisory's YieldMax MSFT Option Income Strategy ETF position peaked at $281K in Q3 2025.
22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.