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 Q2	$40.7M	Sell	3,891,468 -736,008	-16%	-$8.73M	0.07%	283
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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Tidal Investments's MSFO Position: Q2 2026 in Review

Tidal Investments reduced its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 16% in Q2 2026, selling an estimated $8.73M and leaving 3,891,468 shares worth $40.7M. The position accounts for 0.07% of the portfolio, ranked #283.

Tidal Investments first reported a position in MSFO in Q1 2024 and has held it in 10 quarters since. The position peaked at $94.8M in Q3 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

Tidal Investments held 3,891,468 shares of YieldMax MSFT Option Income Strategy ETF worth $40.7M as of Q2 2026.
Tidal Investments sold 736,008 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $8.73M.
YieldMax MSFT Option Income Strategy ETF made up 0.07% of Tidal Investments's portfolio in Q2 2026, its #283 holding.
Tidal Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 10 quarters since.
Tidal Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $94.8M in Q3 2025.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.