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
Q2 		– Sell
-76,700
Closed -$1.63M – 3681
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
EAP
Elevation Advisory Partners Orlando, Florida $97.7M AUM
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jim Simons's MSTY Position: Q2 2026 in Review

Jim Simons sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2026, closing a stake of 76,700 shares — an estimated $1.63M sold.

Jim Simons first reported a position in MSTY in Q2 2025 and held it in 4 quarters. The position peaked at $4.05M in Q2 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Jim Simons reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 76,700 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $1.63M.
  • Jim Simons first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 4 quarters.
  • Jim Simons's YieldMax MSTR Option Income Strategy ETF position peaked at $4.05M in Q2 2025.
  • 69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.