Larson Financial Group’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Larson Financial Group’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 Q3	$2.02K	Sell	126 -5	-4%	-$70	﹤0.01%	3226
2026 Q2	$1.6K	Buy	131 +127	+3,175%	+$2.73K	﹤0.01%	3182
2026 Q1	$87	Sell	4 -374	-99%	-$9.6K	﹤0.01%	3522
2025 Q4	$11.2K	Buy	378 +183	+94%	+$8.54K	﹤0.01%	2053
2025 Q3	$13.6K	Buy	195 +45	+30%	+$4.09K	﹤0.01%	1856
2025 Q2	$16.7K	Buy	150 +31	+26%	+$3.4K	﹤0.01%	1572
2025 Q1	$12.1K	Buy	+119	New	+$14.7K	﹤0.01%	1561

Other funds holding MSTY

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Larson Financial Group's MSTY Position: Q3 2026 in Review

Larson Financial Group reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 3.8% in Q3 2026, selling an estimated $70 and leaving 126 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Larson Financial Group first reported a position in MSTY in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.7K in Q2 2025. 28 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

Larson Financial Group held 126 shares of YieldMax MSTR Option Income Strategy ETF worth $2.02K as of Q3 2026.
Larson Financial Group sold 5 YieldMax MSTR Option Income Strategy ETF shares in Q3 2026, an estimated $70.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3226 holding.
Larson Financial Group first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's YieldMax MSTR Option Income Strategy ETF position peaked at $16.7K in Q2 2025.
28 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.