Jeff Yass’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Jeff Yass’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 Q1	–	Sell	-22,500	Closed	-$348K	–	13762
2025 Q4	$348K	Sell	22,500 -1,400	-6%	-$23.1K	﹤0.01%	9599
2025 Q3	$416K	Buy	23,900 +2,400	+11%	+$42.5K	﹤0.01%	9385
2025 Q2	$383K	Buy	+21,500	New	+$362K	﹤0.01%	9796

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

Jeff Yass's MSFO Position: Q2 2026 in Review

Jeff Yass sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q2 2026, closing a stake of 25,444 shares — an estimated $294K sold.

Jeff Yass first reported a position in MSFO in Q3 2024 and held it in 5 quarters. The position peaked at $635K in Q3 2025. 18 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Jeff Yass reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 25,444 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $294K.
Jeff Yass first reported a position in YieldMax MSFT Option Income Strategy ETF in Q3 2024 and held it in 5 quarters.
Jeff Yass's YieldMax MSFT Option Income Strategy ETF position peaked at $635K in Q3 2025.
18 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.