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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
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

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

Steward Partners Investment Advisory's MSFO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 35% in Q1 2026, buying an estimated $7K and bringing the position to 2,025 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Steward Partners Investment Advisory first reported a position in MSFO in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

  • Steward Partners Investment Advisory held 2,025 shares of YieldMax MSFT Option Income Strategy ETF worth $23.4K as of Q1 2026.
  • Steward Partners Investment Advisory bought 529 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $7K.
  • YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3155 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's YieldMax MSFT Option Income Strategy ETF position peaked at $25.5K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.