Triumph Capital Management’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Triumph Capital Management’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	$734	Hold	60	–	–	﹤0.01%	1693
2026 Q1	$1.3K	Hold	60	–	–	﹤0.01%	1598
2025 Q4	$1.78K	Buy	+60	New	+$2.8K	﹤0.01%	1484

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

Triumph Capital Management's MSTY Position: Q2 2026 in Review

Triumph Capital Management held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q2 2026 at 60 shares worth $734. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Triumph Capital Management first reported a position in MSTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78K in Q4 2025. 68 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

Triumph Capital Management held 60 shares of YieldMax MSTR Option Income Strategy ETF worth $734 as of Q2 2026.
Triumph Capital Management 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 Triumph Capital Management's portfolio in Q2 2026, its #1693 holding.
Triumph Capital Management first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's YieldMax MSTR Option Income Strategy ETF position peaked at $1.78K in Q4 2025.
68 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.