Morgan Stanley
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Morgan Stanley’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Morgan Stanley’s Portfolio MSFO Stock Details MSFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-518
Closed -$9.02K – 8378
2025
Q3 		$9.02K Sell
518
-350
-40% -$6.2K ﹤0.01% 6931
2025
Q2 		$15.5K Sell
868
-1,206
-58% -$20.3K ﹤0.01% 6724
2025
Q1 		$32.6K Buy
2,074
+1,256
+154% +$21.5K ﹤0.01% 6416
2024
Q4 		$14.9K Sell
818
-500
-38% -$9.56K ﹤0.01% 6660
2024
Q3 		$26.4K Buy
1,318
+456
+53% +$9.27K ﹤0.01% 6417
2024
Q2 		$19.2K Buy
862
+462
+116% +$10K ﹤0.01% 6475
2024
Q1 		$9.04K Buy
+400
New +$8.99K ﹤0.01% 6750

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM

Morgan Stanley's MSFO Position: Q4 2025 in Review

Morgan Stanley sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q4 2025, closing a stake of 518 shares — an estimated $9.02K sold.

Morgan Stanley first reported a position in MSFO in Q1 2024 and held it in 7 quarters. The position peaked at $32.6K in Q1 2025. 21 funds tracked by Wall St. Rank hold MSFO as of Q4 2025.

  • Morgan Stanley reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 518 YieldMax MSFT Option Income Strategy ETF shares in Q4 2025, an estimated $9.02K.
  • Morgan Stanley first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and held it in 7 quarters.
  • Morgan Stanley's YieldMax MSFT Option Income Strategy ETF position peaked at $32.6K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.