Sunbelt Securities’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-13,896	Closed	-$253K	–	2812
2025 Q2	$253K	Buy	13,896 +454	+3%	+$7.65K	0.02%	530
2025 Q1	$211K	Sell	13,442 -454	-3%	-$7.76K	0.02%	549
2024 Q4	$255K	Hold	13,896	–	–	0.02%	527
2024 Q3	$278K	Buy	13,896 +8,891	+178%	+$181K	0.03%	505
2024 Q2	$111K	Buy	+5,005	New	+$109K	0.01%	708

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sunbelt Securities's MSFO Position: Q3 2025 in Review

Sunbelt Securities sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q3 2025, closing a stake of 13,896 shares — an estimated $253K sold.

Sunbelt Securities first reported a position in MSFO in Q2 2024 and held it in 5 quarters. The position peaked at $278K in Q3 2024. 19 funds tracked by Wall St. Rank hold MSFO as of Q3 2025.

Sunbelt Securities reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 13,896 YieldMax MSFT Option Income Strategy ETF shares in Q3 2025, an estimated $253K.
Sunbelt Securities first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2024 and held it in 5 quarters.
Sunbelt Securities's YieldMax MSFT Option Income Strategy ETF position peaked at $278K in Q3 2024.
19 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.