Rockefeller Capital Management
MSTY icon

Rockefeller Capital Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Rockefeller Capital Management’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
2025
Q4 		– Sell
-4,059
Closed -$283K – 4865
2025
Q3 		$283K Buy
4,059
+2,059
+103% +$187K ﹤0.01% 2048
2025
Q2 		$222K Buy
+2,000
New +$220K ﹤0.01% 1700

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AV
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Rockefeller Capital Management's MSTY Position: Q4 2025 in Review

Rockefeller Capital Management sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 4,059 shares — an estimated $283K sold.

Rockefeller Capital Management first reported a position in MSTY in Q2 2025 and held it in 2 quarters. The position peaked at $283K in Q3 2025. 89 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

  • Rockefeller Capital Management reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 4,059 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $283K.
  • Rockefeller Capital Management first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's YieldMax MSTR Option Income Strategy ETF position peaked at $283K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.