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Purpose Unlimited Inc’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Purpose Unlimited Inc’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 		$2.24K Hold
180
– – ﹤0.01% 527
2026
Q1 		$3.83K Hold
180
– – ﹤0.01% 458
2025
Q4 		$5.32K Buy
+180
New +$8.4K ﹤0.01% 344

Other funds holding MSTY

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
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
IW
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Purpose Unlimited Inc's MSTY Position: Q2 2026 in Review

Purpose Unlimited Inc held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q2 2026 at 180 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Purpose Unlimited Inc first reported a position in MSTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.32K in Q4 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Purpose Unlimited Inc held 180 shares of YieldMax MSTR Option Income Strategy ETF worth $2.24K as of Q2 2026.
  • Purpose Unlimited Inc left its YieldMax MSTR Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #527 holding.
  • Purpose Unlimited Inc first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's YieldMax MSTR Option Income Strategy ETF position peaked at $5.32K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.