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Keebeck Wealth Management’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Keebeck Wealth Management’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
2025
Q1 		– Sell
-11,920
Closed -$217K – 290
2024
Q4 		$217K Hold
11,920
– – 0.03% 260
2024
Q3 		$239K Buy
+11,920
New +$242K 0.03% 231

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IRAG
Investment Research & Advisory Group Atlanta, Georgia $324M AUM 22.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Keebeck Wealth Management's MSFO Position: Q1 2025 in Review

Keebeck Wealth Management sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q1 2025, closing a stake of 11,920 shares — an estimated $217K sold.

Keebeck Wealth Management first reported a position in MSFO in Q3 2024 and held it in 2 quarters. The position peaked at $239K in Q3 2024. 12 funds tracked by Wall St. Rank hold MSFO as of Q1 2025.

  • Keebeck Wealth Management reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 11,920 YieldMax MSFT Option Income Strategy ETF shares in Q1 2025, an estimated $217K.
  • Keebeck Wealth Management first reported a position in YieldMax MSFT Option Income Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Keebeck Wealth Management's YieldMax MSFT Option Income Strategy ETF position peaked at $239K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.