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Roble Belko & Company’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Roble Belko & Company’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 		$0 Hold
3
– – ﹤0.01% 499
2026
Q1 		$0 Hold
3
– – ﹤0.01% 525
2025
Q4 		$0 Hold
3
– – ﹤0.01% 530
2025
Q3 		$0 Hold
3
– – ﹤0.01% 496
2025
Q2 		$0 Buy
+3
New +$329 ﹤0.01% 487

Other funds holding MSTY

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
VFM
Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roble Belko & Company's MSTY Position: Q2 2026 in Review

Roble Belko & Company held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Roble Belko & Company first reported a position in MSTY in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Roble Belko & Company held 3 shares of YieldMax MSTR Option Income Strategy ETF worth $0 as of Q2 2026.
  • Roble Belko & Company 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 Roble Belko & Company's portfolio in Q2 2026, its #499 holding.
  • Roble Belko & Company first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.