SWM
MSTY icon

Shepherd Wealth Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,344
Closed -$325K 49
2024
Q4
$325K Buy
+12,344
New +$325K 0.32% 40