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Legacy Financial Group (Oklahoma)’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Legacy Financial Group (Oklahoma)’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
-2,570
Closed -$179K – 98
2025
Q3 		$179K Hold
2,570
– – 0.05% 91
2025
Q2 		$285K Buy
+2,570
New +$282K 0.08% 65

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MSTY Position: Q4 2025 in Review

Legacy Financial Group (Oklahoma) sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 2,570 shares — an estimated $179K sold.

Legacy Financial Group (Oklahoma) first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q2 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Legacy Financial Group (Oklahoma) reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 2,570 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $179K.
  • Legacy Financial Group (Oklahoma) first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Legacy Financial Group (Oklahoma)'s YieldMax MSTR Option Income Strategy ETF position peaked at $285K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q4 2025, filed 6 Feb 2026.