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

Integrated Wealth Concepts’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
2026 Q2	$6.19K	Buy	+506	New	+$10.9K	﹤0.01%	4854

Other funds holding MSTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

EAP

Elevation Advisory Partners Orlando, Florida $97.7M AUM

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2026: 506 shares worth $6.19K. The stake represents ﹤0.01% of the portfolio and ranks #4854 among its holdings.

69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Integrated Wealth Concepts held 506 shares of YieldMax MSTR Option Income Strategy ETF worth $6.19K as of Q2 2026.
YieldMax MSTR Option Income Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4854 holding.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

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