Harbour Investments’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Harbour Investments’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	$31	Sell	2 -1	-33%	-$13	﹤0.01%	4603
2025 Q4	$39	Buy	3 +1	+50%	+$16	﹤0.01%	3798
2025 Q3	$40	Hold	2	–	–	﹤0.01%	3685
2025 Q2	$39	Buy	+2	New	+$34	﹤0.01%	3559

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

Harbour Investments's MSFO Position: Q1 2026 in Review

Harbour Investments reduced its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 33% in Q1 2026, selling an estimated $13 and leaving 2 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #4603.

Harbour Investments first reported a position in MSFO in Q2 2025 and has held it in 4 quarters since. The position peaked at $40 in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

Harbour Investments held 2 shares of YieldMax MSFT Option Income Strategy ETF worth $31 as of Q1 2026.
Harbour Investments sold 1 YieldMax MSFT Option Income Strategy ETF share in Q1 2026, an estimated $13.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4603 holding.
Harbour Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
Harbour Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $40 in Q3 2025.
22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.