Jim Simons
MSTY icon

Jim Simons’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Jim Simons’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
Q1 		$1.63M Buy
76,700
+64,300
+519% +$1.65M ﹤0.01% 2004
2025
Q4 		$367K Sell
12,400
-21,420
-63% -$1M ﹤0.01% 2697
2025
Q3 		$2.36M Sell
33,820
-2,740
-7% -$249K ﹤0.01% 1962
2025
Q2 		$4.05M Buy
+36,560
New +$4.01M 0.01% 1652

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return

Jim Simons's MSTY Position: Q1 2026 in Review

Jim Simons increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 519% in Q1 2026, buying an estimated $1.65M and bringing the position to 76,700 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Jim Simons first reported a position in MSTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.05M in Q2 2025. 76 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Jim Simons held 76,700 shares of YieldMax MSTR Option Income Strategy ETF worth $1.63M as of Q1 2026.
  • Jim Simons bought 64,300 YieldMax MSTR Option Income Strategy ETF shares in Q1 2026, an estimated $1.65M.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2004 holding.
  • Jim Simons first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Jim Simons's YieldMax MSTR Option Income Strategy ETF position peaked at $4.05M in Q2 2025.
  • 76 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.