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Newbridge Financial Services Group’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Newbridge Financial Services Group’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
2026
Q2 		$15.5K Sell
1,480
-570
-28% -$6.76K ﹤0.01% 764
2026
Q1 		$23.7K Buy
+2,050
New +$27.1K ﹤0.01% 600

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Newbridge Financial Services Group's MSFO Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 28% in Q2 2026, selling an estimated $6.76K and leaving 1,480 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Newbridge Financial Services Group first reported a position in MSFO in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.7K in Q1 2026. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

  • Newbridge Financial Services Group held 1,480 shares of YieldMax MSFT Option Income Strategy ETF worth $15.5K as of Q2 2026.
  • Newbridge Financial Services Group sold 570 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $6.76K.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #764 holding.
  • Newbridge Financial Services Group first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's YieldMax MSFT Option Income Strategy ETF position peaked at $23.7K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

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