Tidal Investments’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Tidal Investments’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	$53.4M	Sell	4,627,476 -399,952	-8%	-$5.3M	0.11%	164
2025 Q4	$77.4M	Sell	5,027,428 -413,579	-8%	-$6.82M	0.18%	117
2025 Q3	$94.8M	Buy	5,441,007 +1,000,989	+23%	+$17.7M	0.19%	102
2025 Q2	$79.2M	Buy	4,440,018 +133,283	+3%	+$2.25M	0.48%	35
2025 Q1	$67.6M	Buy	4,306,735 +403,973	+10%	+$6.9M	0.55%	25
2024 Q4	$71M	Buy	3,902,762 +2,366,245	+154%	+$45.2M	0.56%	24
2024 Q3	$30.8M	Buy	1,536,517 +405,428	+36%	+$8.24M	0.33%	58
2024 Q2	$25.2M	Buy	1,131,089 +739,730	+189%	+$16.1M	0.34%	58
2024 Q1	$8.84M	Buy	+391,359	New	+$8.8M	0.15%	132

Other funds holding MSFO

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

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

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

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

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

SPIA

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

Tidal Investments's MSFO Position: Q1 2026 in Review

Tidal Investments reduced its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 8% in Q1 2026, selling an estimated $5.3M and leaving 4,627,476 shares worth $53.4M. The position accounts for 0.11% of the portfolio, ranked #164.

Tidal Investments first reported a position in MSFO in Q1 2024 and has held it in 9 quarters since. The position peaked at $94.8M in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

Tidal Investments held 4,627,476 shares of YieldMax MSFT Option Income Strategy ETF worth $53.4M as of Q1 2026.
Tidal Investments sold 399,952 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $5.3M.
YieldMax MSFT Option Income Strategy ETF made up 0.11% of Tidal Investments's portfolio in Q1 2026, its #164 holding.
Tidal Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Tidal Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $94.8M in Q3 2025.
22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.