KJWM
MSTY icon

Kiley Juergens Wealth Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Kiley Juergens Wealth Management’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
2025
Q4 		– Sell
-4,436
Closed -$310K – 78
2025
Q3 		$310K Buy
4,436
+2,279
+106% +$207K 0.07% 73
2025
Q2 		$239K Buy
+2,157
New +$237K 0.06% 78

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $330M AUM 36.17% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Kiley Juergens Wealth Management's MSTY Position: Q4 2025 in Review

Kiley Juergens Wealth Management sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 4,436 shares — an estimated $310K sold.

Kiley Juergens Wealth Management first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $310K in Q3 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Kiley Juergens Wealth Management reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 4,436 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $310K.
  • Kiley Juergens Wealth Management first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's YieldMax MSTR Option Income Strategy ETF position peaked at $310K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.