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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
Q1 		$1.3K Hold
60
– – ﹤0.01% 1598
2025
Q4 		$1.78K Buy
+60
New +$2.8K ﹤0.01% 1484

Other funds holding MSTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Triumph Capital Management's MSTY Position: Q1 2026 in Review

Triumph Capital Management held its YieldMax MSTR Option Income Strategy ETF (MSTY) position steady in Q1 2026 at 60 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Triumph Capital Management first reported a position in MSTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.78K in Q4 2025. 75 funds tracked by Wall St. Rank hold MSTY as of Q1 2026.

  • Triumph Capital Management held 60 shares of YieldMax MSTR Option Income Strategy ETF worth $1.3K as of Q1 2026.
  • Triumph Capital Management left its YieldMax MSTR Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1598 holding.
  • Triumph Capital Management first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's YieldMax MSTR Option Income Strategy ETF position peaked at $1.78K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.