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Vision Financial Markets’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Vision Financial Markets’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 		$32.1K Buy
2,598
+770
+42% +$16.5K 0.03% 161
2026
Q1 		$38.9K Buy
1,828
+1,552
+562% +$39.8K 0.04% 134
2025
Q4 		$8.16K Sell
276
-32
-10% -$1.49K 0.01% 240
2025
Q3 		$21.5K Buy
308
+104
+51% +$9.46K 0.02% 188
2025
Q2 		$22.6K Buy
204
+119
+140% +$13.1K 0.02% 175
2025
Q1 		$8.67K Buy
+85
New +$10.5K 0.01% 220

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

Vision Financial Markets's MSTY Position: Q2 2026 in Review

Vision Financial Markets increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 42% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,598 shares worth $32.1K. The position accounts for 0.03% of the portfolio, ranked #161.

Vision Financial Markets first reported a position in MSTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.9K in Q1 2026. 68 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • Vision Financial Markets held 2,598 shares of YieldMax MSTR Option Income Strategy ETF worth $32.1K as of Q2 2026.
  • Vision Financial Markets bought 770 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $16.5K.
  • YieldMax MSTR Option Income Strategy ETF made up 0.03% of Vision Financial Markets's portfolio in Q2 2026, its #161 holding.
  • Vision Financial Markets first reported a position in YieldMax MSTR Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's YieldMax MSTR Option Income Strategy ETF position peaked at $38.9K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.