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

Prospera Financial Services’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
2024
Q4 		– Sell
-13,005
Closed -$260K – 1169
2024
Q3 		$260K Buy
13,005
+1,871
+17% +$38K 0.01% 967
2024
Q2 		$248K Buy
+11,134
New +$242K 0.01% 991

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Prospera Financial Services's MSFO Position: Q4 2024 in Review

Prospera Financial Services sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q4 2024, closing a stake of 13,005 shares — an estimated $260K sold.

Prospera Financial Services first reported a position in MSFO in Q2 2024 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 8 funds tracked by Wall St. Rank hold MSFO as of Q4 2024.

  • Prospera Financial Services reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Prospera Financial Services sold 13,005 YieldMax MSFT Option Income Strategy ETF shares in Q4 2024, an estimated $260K.
  • Prospera Financial Services first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Prospera Financial Services's YieldMax MSFT Option Income Strategy ETF position peaked at $260K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.