Jones Financial Companies
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Jones Financial Companies’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Jones Financial Companies’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 		– Sell
-11
Closed -$326 – 4936
2025
Q4 		$326 Buy
+11
New +$514 ﹤0.01% 4221

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Jones Financial Companies's MSTY Position: Q1 2026 in Review

Jones Financial Companies sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q1 2026, closing a stake of 11 shares — an estimated $326 sold.

Jones Financial Companies first reported a position in MSTY in Q4 2025 and held it in 1 quarter. The position peaked at $326 in Q4 2025. 77 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Jones Financial Companies reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 11 YieldMax MSTR Option Income Strategy ETF shares in Q1 2026, an estimated $326.
  • Jones Financial Companies first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's YieldMax MSTR Option Income Strategy ETF position peaked at $326 in Q4 2025.
  • 77 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.