Insigneo Advisory Services’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Insigneo Advisory Services’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	-4,562	Closed	-$318K	–	848
2025 Q3	$318K	Buy	+4,562	New	+$415K	0.02%	496

Other funds holding MSTY

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Insigneo Advisory Services's MSTY Position: Q4 2025 in Review

Insigneo Advisory Services sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 4,562 shares — an estimated $318K sold.

Insigneo Advisory Services first reported a position in MSTY in Q3 2025 and held it in 1 quarter. The position peaked at $318K in Q3 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

Insigneo Advisory Services reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 4,562 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $318K.
Insigneo Advisory Services first reported a position in YieldMax MSTR Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
Insigneo Advisory Services's YieldMax MSTR Option Income Strategy ETF position peaked at $318K in Q3 2025.
89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.