Wealth Enhancement Advisory Services’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q4	–	Sell	-7,898	Closed	-$548K	–	3818
2025 Q3	$548K	Sell	7,898 -5,909	-43%	-$537K	﹤0.01%	2292
2025 Q2	$1.44M	Buy	13,807 +6,039	+78%	+$663K	﹤0.01%	1526
2025 Q1	$790K	Buy	7,768 +3,218	+71%	+$398K	﹤0.01%	1742
2024 Q4	$599K	Buy	+4,550	New	+$719K	﹤0.01%	1853
2024 Q3	–	Sell	-4,240	Closed	-$612K	–	2923
2024 Q2	$612K	Buy	+4,240	New	+$686K	﹤0.01%	1518

Other funds holding MSTY

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSTY Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of YieldMax MSTR Option Income Strategy ETF (MSTY) in Q4 2025, closing a stake of 7,898 shares — an estimated $548K sold.

Wealth Enhancement Advisory Services first reported a position in MSTY in Q2 2024 and held it in 5 quarters. The position peaked at $1.44M in Q2 2025. 90 funds tracked by Wall St. Rank hold MSTY as of Q4 2025.

Wealth Enhancement Advisory Services reported no remaining YieldMax MSTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,898 YieldMax MSTR Option Income Strategy ETF shares in Q4 2025, an estimated $548K.
Wealth Enhancement Advisory Services first reported a position in YieldMax MSTR Option Income Strategy ETF in Q2 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's YieldMax MSTR Option Income Strategy ETF position peaked at $1.44M in Q2 2025.
90 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.