Simplex Trading
MSFO icon

Simplex Trading’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Simplex Trading’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
2026
Q2 		– Sell
-193
Closed -$2.23K – 9938
2026
Q1 		$2.23K Buy
193
+22
+13% +$291 ﹤0.01% 8332
2025
Q4 		$2.64K Sell
171
-1,572
-90% -$25.9K ﹤0.01% 7737
2025
Q3 		$30K Buy
1,743
+1,511
+651% +$26.8K ﹤0.01% 6980
2025
Q2 		$4K Buy
+232
New +$3.91K ﹤0.01% 7863
2024
Q2 		– Sell
-27
Closed – – 9436
2024
Q1 		$0 Buy
+27
New +$607 ﹤0.01% 9478

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Simplex Trading's MSFO Position: Q2 2026 in Review

Simplex Trading sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q2 2026, closing a stake of 193 shares — an estimated $2.23K sold.

Simplex Trading first reported a position in MSFO in Q1 2024 and held it in 5 quarters. The position peaked at $30K in Q3 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

  • Simplex Trading reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 193 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $2.23K.
  • Simplex Trading first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and held it in 5 quarters.
  • Simplex Trading's YieldMax MSFT Option Income Strategy ETF position peaked at $30K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.