Visionary Wealth Advisors’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Visionary Wealth Advisors’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 Q1	$362K	Buy	31,375 +1,248	+4%	+$16.5K	0.02%	478
2025 Q4	$465K	Buy	30,127 +1,485	+5%	+$24.5K	0.02%	399
2025 Q3	$499K	Buy	28,642 +1,905	+7%	+$33.8K	0.02%	384
2025 Q2	$477K	Buy	26,737 +2,422	+10%	+$40.8K	0.02%	371
2025 Q1	$382K	Buy	24,315 +2,590	+12%	+$44.3K	0.02%	387
2024 Q4	$395K	Buy	21,725 +1,530	+8%	+$29.2K	0.02%	391
2024 Q3	$404K	Buy	20,195 +4,077	+25%	+$82.9K	0.02%	376
2024 Q2	$359K	Buy	+16,118	New	+$350K	0.02%	387

Other funds holding MSFO

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $156M AUM

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Visionary Wealth Advisors's MSFO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 4.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 31,375 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #478.

Visionary Wealth Advisors first reported a position in MSFO in Q2 2024 and has held it in 8 quarters since. The position peaked at $499K in Q3 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

Visionary Wealth Advisors held 31,375 shares of YieldMax MSFT Option Income Strategy ETF worth $362K as of Q1 2026.
Visionary Wealth Advisors bought 1,248 YieldMax MSFT Option Income Strategy ETF shares in Q1 2026, an estimated $16.5K.
YieldMax MSFT Option Income Strategy ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #478 holding.
Visionary Wealth Advisors first reported a position in YieldMax MSFT Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's YieldMax MSFT Option Income Strategy ETF position peaked at $499K in Q3 2025.
22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.