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Root Financial Partners’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Root Financial Partners’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
Q1 		$1.41K Sell
66
-315
-83% -$8.07K ﹤0.01% 2462
2025
Q4 		$11.3K Buy
381
+131
+52% +$6.12K ﹤0.01% 1449
2025
Q3 		$17.5K Buy
+250
New +$22.7K ﹤0.01% 1185

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Root Financial Partners's MSTY Position: Q1 2026 in Review

Root Financial Partners reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 83% in Q1 2026, selling an estimated $8.07K and leaving 66 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Root Financial Partners first reported a position in MSTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.5K in Q3 2025. 75 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Root Financial Partners held 66 shares of YieldMax MSTR Option Income Strategy ETF worth $1.41K as of Q1 2026.
  • Root Financial Partners sold 315 YieldMax MSTR Option Income Strategy ETF shares in Q1 2026, an estimated $8.07K.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2462 holding.
  • Root Financial Partners first reported a position in YieldMax MSTR Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's YieldMax MSTR Option Income Strategy ETF position peaked at $17.5K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.