Raymond James Financial
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Raymond James Financial’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-100
Closed -$1.78K – 6054
2025
Q2 		$1.78K Buy
+100
New +$1.69K ﹤0.01% 6439

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Susquehanna International Group
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OMC
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial's MSFO Position: Q3 2025 in Review

Raymond James Financial sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q3 2025, closing a stake of 100 shares — an estimated $1.78K sold.

Raymond James Financial first reported a position in MSFO in Q2 2025 and held it in 1 quarter. The position peaked at $1.78K in Q2 2025. 19 funds tracked by Wall St. Rank hold MSFO as of Q3 2025.

  • Raymond James Financial reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 100 YieldMax MSFT Option Income Strategy ETF shares in Q3 2025, an estimated $1.78K.
  • Raymond James Financial first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's YieldMax MSFT Option Income Strategy ETF position peaked at $1.78K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.