Wells Fargo’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Wells Fargo’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	$11	Buy	+1	New	+$13	﹤0.01%	6929
2025 Q4	–	Sell	-1	Closed	-$16	–	6932
2025 Q3	$16	Hold	1	–	–	﹤0.01%	6750
2025 Q2	$25	Hold	1	–	–	﹤0.01%	6733
2025 Q1	$20	Hold	1	–	–	﹤0.01%	6658
2024 Q4	$20	Hold	1	–	–	﹤0.01%	6698
2024 Q3	$25	Buy	+1	New	+$20	﹤0.01%	6504
2024 Q2	–	Sell	-1	Closed	-$22	–	7256
2024 Q1	$16	Buy	+1	New	+$22	﹤0.01%	7174
2023 Q4	–	Hold	0	–	–	–	7565

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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 $890M AUM 17.33% 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

Wells Fargo's MSFO Position: Q1 2026 in Review

Wells Fargo opened a new position in YieldMax MSFT Option Income Strategy ETF (MSFO) in Q1 2026: 1 share worth $11. The stake represents ﹤0.01% of the portfolio and ranks #6929 among its holdings. This is a return to the name: Wells Fargo previously reported a position in MSFO as recently as Q3 2025.

Wells Fargo first reported a position in MSFO in Q1 2024 and has held it in 7 quarters since. The position peaked at $25 in Q2 2025. 22 funds tracked by Wall St. Rank hold MSFO as of Q1 2026.

Wells Fargo held 1 share of YieldMax MSFT Option Income Strategy ETF worth $11 as of Q1 2026.
YieldMax MSFT Option Income Strategy ETF was a new Wells Fargo position in Q1 2026.
YieldMax MSFT Option Income Strategy ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6929 holding.
Wells Fargo first reported a position in YieldMax MSFT Option Income Strategy ETF in Q1 2024 and has held it in 7 quarters since.
Wells Fargo's YieldMax MSFT Option Income Strategy ETF position peaked at $25 in Q2 2025.
22 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.