UBS Group’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

UBS Group’s Portfolio MSFY Stock Details MSFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255	Buy	+15	New	+$301	﹤0.01%	9995
2025 Q3	–	Sell	-441	Closed	-$11.8K	–	10709
2025 Q2	$11.8K	Buy	+441	New	+$10.7K	﹤0.01%	8769
2024 Q2	–	Sell	-95	Closed	-$2.69K	–	9898
2024 Q1	$2.69K	Buy	+95	New	+$2.62K	﹤0.01%	7848

Other funds holding MSFY

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

UBS Group's MSFY Position: Q1 2026 in Review

UBS Group opened a new position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) in Q1 2026: 15 shares worth $255. The stake represents ﹤0.01% of the portfolio and ranks #9995 among its holdings. This is a return to the name: UBS Group previously reported a position in MSFY as recently as Q2 2025.

UBS Group first reported a position in MSFY in Q1 2024 and has held it in 3 quarters since. The position peaked at $11.8K in Q2 2025. 7 funds tracked by Wall St. Rank hold MSFY as of Q1 2026.

UBS Group held 15 shares of Kurv Yield Premium Strategy Microsoft (MSFT) ETF worth $255 as of Q1 2026.
Kurv Yield Premium Strategy Microsoft (MSFT) ETF was a new UBS Group position in Q1 2026.
Kurv Yield Premium Strategy Microsoft (MSFT) ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9995 holding.
UBS Group first reported a position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF in Q1 2024 and has held it in 3 quarters since.
UBS Group's Kurv Yield Premium Strategy Microsoft (MSFT) ETF position peaked at $11.8K in Q2 2025.
7 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.