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YieldMax MSTR Opt shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of YieldMax MSTR Opt shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in YieldMax MSTR Opt by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4k 243 13.94
2025-06-30 $2.7k 123 22.19

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Axogen (AXGN)
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Neogenomics Com New (NEO)

View all positions for HighMark Wealth Management

Top funds holding YieldMax MSTR Opt

Toroso Investments
Susquehanna International
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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