Uniting Wealth Partners »

YieldMax MSTR Opt shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in YieldMax MSTR Opt by Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $195k 14k 13.96

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

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