Kestra Private Wealth Services’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Kestra Private Wealth Services’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	$158K	Buy	+12,896	New	+$277K	﹤0.01%	1713
2025 Q3	–	Sell	-2,313	Closed	-$256K	–	1765
2025 Q2	$256K	Buy	+2,313	New	+$254K	﹤0.01%	1377

Other funds holding MSTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

EAP

Elevation Advisory Partners Orlando, Florida $97.7M AUM

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kestra Private Wealth Services's MSTY Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2026: 12,896 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1713 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in MSTY as recently as Q2 2025.

Kestra Private Wealth Services first reported a position in MSTY in Q2 2025 and has held it in 2 quarters since. The position peaked at $256K in Q2 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Kestra Private Wealth Services held 12,896 shares of YieldMax MSTR Option Income Strategy ETF worth $158K as of Q2 2026.
YieldMax MSTR Option Income Strategy ETF was a new Kestra Private Wealth Services position in Q2 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1713 holding.
Kestra Private Wealth Services first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 2 quarters since.
Kestra Private Wealth Services's YieldMax MSTR Option Income Strategy ETF position peaked at $256K in Q2 2025.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.