Steward Partners Investment Advisory’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Steward Partners Investment Advisory’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	$21.2K	Hold	2,025	–	–	﹤0.01%	3387
2026 Q1	$23.4K	Buy	2,025 +529	+35%	+$7K	﹤0.01%	3155
2025 Q4	$23.1K	Buy	1,496 +30	+2%	+$495	﹤0.01%	3077
2025 Q3	$25.5K	Buy	1,466 +279	+24%	+$4.95K	﹤0.01%	2969
2025 Q2	$21.2K	Buy	+1,187	New	+$20K	﹤0.01%	2902

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

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

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Steward Partners Investment Advisory's MSFO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its YieldMax MSFT Option Income Strategy ETF (MSFO) position steady in Q2 2026 at 2,025 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Steward Partners Investment Advisory first reported a position in MSFO in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.5K in Q3 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Steward Partners Investment Advisory held 2,025 shares of YieldMax MSFT Option Income Strategy ETF worth $21.2K as of Q2 2026.
Steward Partners Investment Advisory left its YieldMax MSFT Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3387 holding.
Steward Partners Investment Advisory first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's YieldMax MSFT Option Income Strategy ETF position peaked at $25.5K in Q3 2025.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.