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YieldMax MSTR Opt shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of YieldMax MSTR Opt shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 39k 13.96
2025-06-30 $843k 38k 22.17
2025-03-31 $341k 17k 20.33

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View all positions for Lifeworks Advisors

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