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Strategic Investment Solutions’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Strategic Investment Solutions’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 		$330 Hold
27
– – ﹤0.01% 655
2026
Q1 		$575 Hold
27
– – ﹤0.01% 607
2025
Q4 		$799 Sell
27
-1
-4% -$47 ﹤0.01% 576
2025
Q3 		$1.94K Hold
28
– – ﹤0.01% 513
2025
Q2 		$3.08K Buy
+28
New +$3.07K ﹤0.01% 473

Other funds holding MSTY

IW
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Strategic Investment Solutions's MSTY Position: Q2 2026 in Review

Strategic Investment Solutions held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q2 2026 at 27 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Strategic Investment Solutions first reported a position in MSTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.08K in Q2 2025. 11 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Strategic Investment Solutions held 27 shares of YieldMax MSTR Option Income Strategy ETF worth $330 as of Q2 2026.
  • Strategic Investment Solutions 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 Strategic Investment Solutions's portfolio in Q2 2026, its #655 holding.
  • Strategic Investment Solutions first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Investment Solutions's YieldMax MSTR Option Income Strategy ETF position peaked at $3.08K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.