Morgan Stanley
XYZY

Morgan Stanley’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Morgan Stanley’s Portfolio XYZY Stock Details XYZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-185
Closed -$8.11K – 8562
2025
Q3 		$8.11K Buy
185
+1
+0.5% +$49 ﹤0.01% 6959
2025
Q2 		$9.45K Hold
184
– – ﹤0.01% 6871
2025
Q1 		$9.67K Hold
184
– – ﹤0.01% 6809
2024
Q4 		$16.7K Buy
184
+164
+820% +$15.8K ﹤0.01% 6626
2024
Q3 		$1.8K Buy
+20
New +$1.84K ﹤0.01% 7150

Other funds holding XYZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley's XYZY Position: Q4 2025 in Review

Morgan Stanley sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q4 2025, closing a stake of 185 shares — an estimated $8.11K sold.

Morgan Stanley first reported a position in XYZY in Q3 2024 and held it in 5 quarters. The position peaked at $16.7K in Q4 2024. 11 funds tracked by Wall St. Rank hold XYZY as of Q4 2025.

  • Morgan Stanley reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 185 YieldMax XYZ Option Income Strategy ETF shares in Q4 2025, an estimated $8.11K.
  • Morgan Stanley first reported a position in YieldMax XYZ Option Income Strategy ETF in Q3 2024 and held it in 5 quarters.
  • Morgan Stanley's YieldMax XYZ Option Income Strategy ETF position peaked at $16.7K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q4 2025.

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