Northwestern Mutual Wealth Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio MSTY Stock Details MSTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2K	Buy	1,323 +1,307	+8,169%	+$28.1K	﹤0.01%	2953
2026 Q1	$341	Buy	16 +3	+23%	+$77	﹤0.01%	3890
2025 Q4	$385	Buy	13 +3	+30%	+$140	﹤0.01%	3751
2025 Q3	$684	Buy	10 +1	+11%	+$91	﹤0.01%	3604
2025 Q2	$1.02K	Buy	+9	New	+$988	﹤0.01%	3380

Other funds holding MSTY

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

EAP

Elevation Advisory Partners Orlando, Florida $97.7M AUM

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's MSTY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 8,169% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,323 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Northwestern Mutual Wealth Management first reported a position in MSTY in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Northwestern Mutual Wealth Management held 1,323 shares of YieldMax MSTR Option Income Strategy ETF worth $16.2K as of Q2 2026.
Northwestern Mutual Wealth Management bought 1,307 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $28.1K.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2953 holding.
Northwestern Mutual Wealth Management first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.