PWM
WNTR

Prosperity Wealth Management’s YieldMax MSTR Short Option Income Strategy ETF WNTR Stock Holding History

Prosperity Wealth Management’s Portfolio WNTR Stock Details WNTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,527
Closed -$496K – 306
2025
Q3 		$496K Buy
16,527
+8,841
+115% +$288K 0.17% 133
2025
Q2 		$271K Buy
+7,686
New +$325K 0.1% 188

Other funds holding WNTR

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Wealth Management's WNTR Position: Q4 2025 in Review

Prosperity Wealth Management sold out of YieldMax MSTR Short Option Income Strategy ETF (WNTR) in Q4 2025, closing a stake of 16,527 shares — an estimated $496K sold.

Prosperity Wealth Management first reported a position in WNTR in Q2 2025 and held it in 2 quarters. The position peaked at $496K in Q3 2025. 8 funds tracked by Wall St. Rank hold WNTR as of Q4 2025.

  • Prosperity Wealth Management reported no remaining YieldMax MSTR Short Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 16,527 YieldMax MSTR Short Option Income Strategy ETF shares in Q4 2025, an estimated $496K.
  • Prosperity Wealth Management first reported a position in YieldMax MSTR Short Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Prosperity Wealth Management's YieldMax MSTR Short Option Income Strategy ETF position peaked at $496K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held YieldMax MSTR Short Option Income Strategy ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.