Morgan Stanley’s YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY Stock Holding History

Morgan Stanley’s Portfolio LFGY Stock Details LFGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36	Hold	1	–	–	﹤0.01%	8192
2026 Q1	$30	Buy	+1	New	+$23	﹤0.01%	8105
2025 Q3	–	Sell	-1	Closed	-$75	–	8438
2025 Q2	$75	Buy	+1	New	+$38	﹤0.01%	7695

Other funds holding LFGY

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's LFGY Position: Q2 2026 in Review

Morgan Stanley held its YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #8192.

Morgan Stanley first reported a position in LFGY in Q2 2025 and has held it in 3 quarters since. The position peaked at $75 in Q2 2025. 9 funds tracked by Wall St. Rank hold LFGY as of Q2 2026.

Morgan Stanley held 1 share of YieldMax Crypto Industry & Tech Portfolio Option Income ETF worth $36 as of Q2 2026.
Morgan Stanley left its YieldMax Crypto Industry & Tech Portfolio Option Income ETF share count unchanged in Q2 2026.
YieldMax Crypto Industry & Tech Portfolio Option Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8192 holding.
Morgan Stanley first reported a position in YieldMax Crypto Industry & Tech Portfolio Option Income ETF in Q2 2025 and has held it in 3 quarters since.
Morgan Stanley's YieldMax Crypto Industry & Tech Portfolio Option Income ETF position peaked at $75 in Q2 2025.
9 funds tracked by Wall St. Rank held YieldMax Crypto Industry & Tech Portfolio Option Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.