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Investmark Advisory Group’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

Investmark Advisory Group’s Portfolio MSFY Stock Details MSFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Buy
+11,372
New +$208K 0.07% 145

Other funds holding MSFY

TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Investmark Advisory Group's MSFY Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) in Q2 2026: 11,372 shares worth $187K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings.

3 funds tracked by Wall St. Rank hold MSFY as of Q2 2026.

  • Investmark Advisory Group held 11,372 shares of Kurv Yield Premium Strategy Microsoft (MSFT) ETF worth $187K as of Q2 2026.
  • Kurv Yield Premium Strategy Microsoft (MSFT) ETF was a new Investmark Advisory Group position in Q2 2026.
  • Kurv Yield Premium Strategy Microsoft (MSFT) ETF made up 0.07% of Investmark Advisory Group's portfolio in Q2 2026, its #145 holding.
  • 3 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.