Integrated Wealth Concepts’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Integrated Wealth Concepts’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 Q2	$1.1K	Buy	+105	New	+$1.25K	﹤0.01%	5512

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's MSFO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in YieldMax MSFT Option Income Strategy ETF (MSFO) in Q2 2026: 105 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #5512 among its holdings.

18 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Integrated Wealth Concepts held 105 shares of YieldMax MSFT Option Income Strategy ETF worth $1.1K as of Q2 2026.
YieldMax MSFT Option Income Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5512 holding.
18 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.