Instrumental Wealth’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Buy	71,133 +27,123	+62%	+$608K	1.27%	15
2025 Q1	$1.04M	Buy	44,010 +12,636	+40%	+$298K	0.94%	18
2024 Q4	$730K	Buy	+31,374	New	+$730K	0.69%	18