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 Q2	$1.6K	Buy	131 +127	+3,175%	+$2.73K	﹤0.01%	3182
2026 Q1	$87	Sell	4 -374	-99%	-$9.59K	﹤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

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

Larson Financial Group's MSTY Position: Q2 2026 in Review

Larson Financial Group increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 3,175% in Q2 2026, buying an estimated $2.73K and bringing the position to 131 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Larson Financial Group first reported a position in MSTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.7K in Q2 2025. 68 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Larson Financial Group held 131 shares of YieldMax MSTR Option Income Strategy ETF worth $1.6K as of Q2 2026.
Larson Financial Group bought 127 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $2.73K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3182 holding.
Larson Financial Group first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's YieldMax MSTR Option Income Strategy ETF position peaked at $16.7K in Q2 2025.
68 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.