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
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 $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Simplex Trading's MSFO Position: Q1 2026 in Review

Simplex Trading increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 13% in Q1 2026, buying an estimated $291 and bringing the position to 193 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #8332.

Simplex Trading first reported a position in MSFO in Q1 2024 and has held it in 5 quarters since. The position peaked at $30K in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Simplex Trading held 193 shares of YieldMax MSFT Option Income Strategy ETF worth $2.23K as of Q1 2026.
  • Simplex Trading bought 22 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $291.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8332 holding.
  • Simplex Trading first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 5 quarters since.
  • Simplex Trading's YieldMax MSFT Option Income Strategy ETF position peaked at $30K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.