SSA Swiss Advisors’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

SSA Swiss Advisors’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	$11.7K	Hold	960	–	–	﹤0.01%	106
2026 Q1	$20.4K	Hold	960	–	–	0.01%	93
2025 Q4	$28.5K	Hold	960	–	–	0.01%	97
2025 Q3	$67K	Hold	960	–	–	0.03%	101
2025 Q2	$101K	Buy	+960	New	+$105K	0.05%	86

Other funds holding MSTY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 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

SSA Swiss Advisors's MSTY Position: Q2 2026 in Review

SSA Swiss Advisors held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q2 2026 at 960 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

SSA Swiss Advisors first reported a position in MSTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $101K in Q2 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

SSA Swiss Advisors held 960 shares of YieldMax MSTR Option Income Strategy ETF worth $11.7K as of Q2 2026.
SSA Swiss Advisors left its YieldMax MSTR Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of SSA Swiss Advisors's portfolio in Q2 2026, its #106 holding.
SSA Swiss Advisors first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
SSA Swiss Advisors's YieldMax MSTR Option Income Strategy ETF position peaked at $101K in Q2 2025.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.