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 Q3	$18.2K	Hold	1,480	–	–	﹤0.01%	737
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

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group's MSFO Position: Q3 2026 in Review

Newbridge Financial Services Group held its YieldMax MSFT Option Income Strategy ETF (MSFO) position steady in Q3 2026 at 1,480 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Newbridge Financial Services Group first reported a position in MSFO in Q1 2026 and has held it in 3 quarters since. The position peaked at $23.7K in Q1 2026. 3 funds tracked by Wall St. Rank hold MSFO as of Q3 2026.

Newbridge Financial Services Group held 1,480 shares of YieldMax MSFT Option Income Strategy ETF worth $18.2K as of Q3 2026.
Newbridge Financial Services Group left its YieldMax MSFT Option Income Strategy ETF share count unchanged in Q3 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #737 holding.
Newbridge Financial Services Group first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Newbridge Financial Services Group's YieldMax MSFT Option Income Strategy ETF position peaked at $23.7K in Q1 2026.
3 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.