Steward Partners Investment Advisory’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Steward Partners Investment Advisory’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	$24	Buy	+2	New	+$43	﹤0.01%	4609
2025 Q4	–	Sell	-1,140	Closed	-$79.5K	–	4488
2025 Q3	$79.5K	Buy	1,140 +563	+98%	+$51.2K	﹤0.01%	2363
2025 Q2	$64K	Buy	+577	New	+$63.4K	﹤0.01%	2349

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

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

Steward Partners Investment Advisory opened a new position in YieldMax MSTR Option Income Strategy ETF (MSTY) in Q2 2026: 2 shares worth $24. The stake represents ﹤0.01% of the portfolio and ranks #4609 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in MSTY as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in MSTY in Q2 2025 and has held it in 3 quarters since. The position peaked at $79.5K in Q3 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Steward Partners Investment Advisory held 2 shares of YieldMax MSTR Option Income Strategy ETF worth $24 as of Q2 2026.
YieldMax MSTR Option Income Strategy ETF was a new Steward Partners Investment Advisory position in Q2 2026.
YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4609 holding.
Steward Partners Investment Advisory first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 3 quarters since.
Steward Partners Investment Advisory's YieldMax MSTR Option Income Strategy ETF position peaked at $79.5K in Q3 2025.
69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

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