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

Truvestments Capital’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 		$97.2K Sell
7,945
-631
-7% -$13.6K 0.01% 407
2026
Q1 		$183K Buy
8,576
+71
+0.8% +$1.82K 0.03% 319
2025
Q4 		$252K Buy
8,505
+1,159
+16% +$54.1K 0.05% 269
2025
Q3 		$513K Buy
+7,346
New +$668K 0.09% 172

Other funds holding MSTY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
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
IW
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truvestments Capital's MSTY Position: Q2 2026 in Review

Truvestments Capital reduced its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 7.4% in Q2 2026, selling an estimated $13.6K and leaving 7,945 shares worth $97.2K. The position accounts for 0.01% of the portfolio, ranked #407.

Truvestments Capital first reported a position in MSTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $513K in Q3 2025. 69 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Truvestments Capital held 7,945 shares of YieldMax MSTR Option Income Strategy ETF worth $97.2K as of Q2 2026.
  • Truvestments Capital sold 631 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $13.6K.
  • YieldMax MSTR Option Income Strategy ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #407 holding.
  • Truvestments Capital first reported a position in YieldMax MSTR Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Truvestments Capital's YieldMax MSTR Option Income Strategy ETF position peaked at $513K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.