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Pin Oak Investment Advisors’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

Pin Oak Investment Advisors’s Portfolio MSFY Stock Details MSFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6K Buy
340
+135
+66% +$2.71K ﹤0.01% 409
2025
Q4 		$4K Buy
+205
New +$5.29K ﹤0.01% 448

Other funds holding MSFY

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Pin Oak Investment Advisors's MSFY Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) stake by 66% in Q1 2026, buying an estimated $2.71K and bringing the position to 340 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Pin Oak Investment Advisors first reported a position in MSFY in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold MSFY as of Q1 2026.

  • Pin Oak Investment Advisors held 340 shares of Kurv Yield Premium Strategy Microsoft (MSFT) ETF worth $6K as of Q1 2026.
  • Pin Oak Investment Advisors bought 135 Kurv Yield Premium Strategy Microsoft (MSFT) ETF shares in Q1 2026, an estimated $2.71K.
  • Kurv Yield Premium Strategy Microsoft (MSFT) ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #409 holding.
  • Pin Oak Investment Advisors first reported a position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF in Q4 2025 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.