UBS Group’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

UBS Group’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	$107K	Hold	10,174	–	–	﹤0.01%	7156
2026 Q1	$118K	Sell	10,174 -262	-3%	-$3.47K	﹤0.01%	6922
2025 Q4	$161K	Buy	+10,436	New	+$172K	﹤0.01%	6674
2025 Q3	–	Sell	-1,655	Closed	-$29.5K	–	10707
2025 Q2	$29.5K	Sell	1,655 -5,408	-77%	-$91.2K	﹤0.01%	8171
2025 Q1	$111K	Buy	+7,063	New	+$121K	﹤0.01%	6972
2024 Q3	–	Sell	-771	Closed	-$17.2K	–	9867
2024 Q2	$17.2K	Buy	+771	New	+$16.7K	﹤0.01%	7399

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

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

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

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

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

UBS Group's MSFO Position: Q2 2026 in Review

UBS Group held its YieldMax MSFT Option Income Strategy ETF (MSFO) position steady in Q2 2026 at 10,174 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #7156.

UBS Group first reported a position in MSFO in Q2 2024 and has held it in 6 quarters since. The position peaked at $161K in Q4 2025. 17 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

UBS Group held 10,174 shares of YieldMax MSFT Option Income Strategy ETF worth $107K as of Q2 2026.
UBS Group left its YieldMax MSFT Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7156 holding.
UBS Group first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2024 and has held it in 6 quarters since.
UBS Group's YieldMax MSFT Option Income Strategy ETF position peaked at $161K in Q4 2025.
17 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.