Sound Income Strategies’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-197	Closed	-$4.14K	–	2456
2026 Q1	$4.14K	Sell	197 -103	-34%	-$2.64K	﹤0.01%	1914
2025 Q4	$9.56K	Hold	300	–	–	﹤0.01%	1493
2025 Q3	$20.4K	Hold	300	–	–	﹤0.01%	805
2025 Q2	$33.3K	Buy	+300	New	+$32.9K	﹤0.01%	623

Other funds holding MSTY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EAP

Elevation Advisory Partners Orlando, Florida $97.7M AUM

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Sound Income Strategies's MSTY Position: Q2 2026 in Review

Sound Income Strategies sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2026, closing a stake of 197 shares — an estimated $4.14K sold.

Sound Income Strategies first reported a position in MSTY in Q2 2025 and held it in 4 quarters. The position peaked at $33.3K in Q2 2025. 57 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Sound Income Strategies reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 197 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $4.14K.
Sound Income Strategies first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's YieldMax MSTR Option Income Strategy ETF position peaked at $33.3K in Q2 2025.
57 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.