ZI
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ZEGA Investments’s YieldMax MSFT Option Income Strategy ETF MSFO Stock Holding History

ZEGA Investments’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
Q2 		$200K Buy
19,075
+3,757
+25% +$44.6K 0.02% 277
2026
Q1 		$177K Buy
15,318
+2,346
+18% +$31.1K 0.02% 267
2025
Q4 		$200K Buy
+12,972
New +$214K 0.02% 170

Other funds holding MSFO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ZEGA Investments's MSFO Position: Q2 2026 in Review

ZEGA Investments increased its YieldMax MSFT Option Income Strategy ETF (MSFO) stake by 25% in Q2 2026, buying an estimated $44.6K and bringing the position to 19,075 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #277.

ZEGA Investments first reported a position in MSFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 2 funds tracked by Wall St. Rank hold MSFO as of Q2 2026.

  • ZEGA Investments held 19,075 shares of YieldMax MSFT Option Income Strategy ETF worth $200K as of Q2 2026.
  • ZEGA Investments bought 3,757 YieldMax MSFT Option Income Strategy ETF shares in Q2 2026, an estimated $44.6K.
  • YieldMax MSFT Option Income Strategy ETF made up 0.02% of ZEGA Investments's portfolio in Q2 2026, its #277 holding.
  • ZEGA Investments first reported a position in YieldMax MSFT Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • ZEGA Investments's YieldMax MSFT Option Income Strategy ETF position peaked at $200K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held YieldMax MSFT Option Income Strategy ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.