IFP Advisors’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

IFP 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 Q3	$8.62K	Hold	700	–	–	﹤0.01%	3494
2026 Q2	$7.33K	Buy	700 +100	+17%	+$1.19K	﹤0.01%	3565
2026 Q1	$6.93K	Buy	600 +100	+20%	+$1.32K	﹤0.01%	3348
2025 Q4	$7.72K	Hold	500	–	–	﹤0.01%	3197
2025 Q3	$8.71K	Hold	500	–	–	﹤0.01%	2970
2025 Q2	$8.92K	Buy	+500	New	+$8.43K	﹤0.01%	2987

Other funds holding MSFO

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors's MSFO Position: Q3 2026 in Review

IFP Advisors held its YieldMax MSFT Option Income Strategy ETF (MSFO) position steady in Q3 2026 at 700 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

IFP Advisors first reported a position in MSFO in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.92K in Q2 2025. 3 funds tracked by Wall St. Rank hold MSFO as of Q3 2026.

IFP Advisors held 700 shares of YieldMax MSFT Option Income Strategy ETF worth $8.62K as of Q3 2026.
IFP Advisors left its YieldMax MSFT Option Income Strategy ETF share count unchanged in Q3 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3494 holding.
IFP Advisors first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's YieldMax MSFT Option Income Strategy ETF position peaked at $8.92K in Q2 2025.
3 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.