ZF
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Zega Financial’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

Zega Financial’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
2024
Q3 		– Sell
-9,908
Closed -$221K – 129
2024
Q2 		$221K Buy
+9,908
New +$215K 0.04% 105
2024
Q1 		– Sell
-9,952
Closed -$222K – 123
2023
Q4 		$222K Buy
+9,952
New +$215K 0.07% 99

Other funds holding MSFO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zega Financial's MSFO Position: Q3 2024 in Review

Zega Financial sold out of YieldMax MSFT Option Income Strategy ETF (MSFO) in Q3 2024, closing a stake of 9,908 shares — an estimated $221K sold.

Zega Financial first reported a position in MSFO in Q4 2023 and held it in 2 quarters. The position peaked at $222K in Q4 2023. 11 funds tracked by Wall St. Rank hold MSFO as of Q3 2024.

  • Zega Financial reported no remaining YieldMax MSFT Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 9,908 YieldMax MSFT Option Income Strategy ETF shares in Q3 2024, an estimated $221K.
  • Zega Financial first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's YieldMax MSFT Option Income Strategy ETF position peaked at $222K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.