GRP
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Global Retirement Partners’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Global Retirement Partners’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
2025
Q4 		– Sell
-115
Closed -$8.04K – 4444
2025
Q3 		$8.04K Sell
115
-1,055
-90% -$95.9K ﹤0.01% 2781
2025
Q2 		$130K Buy
+1,170
New +$128K ﹤0.01% 1303

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UBS Group
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OMC
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Global Retirement Partners's MSTY Position: Q4 2025 in Review

Global Retirement Partners sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 115 shares — an estimated $8.04K sold.

Global Retirement Partners first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $130K in Q2 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Global Retirement Partners reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 115 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $8.04K.
  • Global Retirement Partners first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Global Retirement Partners's YieldMax MSTR Option Income Strategy ETF position peaked at $130K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.