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YieldMax MSTR Opt shares owned by CLS Investments

Quarter-by-quarter ownership of YieldMax MSTR Opt shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in YieldMax MSTR Opt by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $644k 46k 13.96
2025-06-30 $1.5M 66k 22.17

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View all positions for CLS Investments

Top funds holding YieldMax MSTR Opt

Toroso Investments
Susquehanna International
Citadel Advisors
Old Mission Capital
Jane Street
Private Advisor
Jump Financial
Group One Trading
Federation des caisses Desjardins du Quebec
Keebeck Wealth Management
Simplex Trading
Renaissance Technologies
Springbok Capital Management
Mercer Global Advisors
Intl Fcstone

View all funds holding YieldMax MSTR Opt