Advisor Group Holdings »

YieldMax MSTR Opt shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $134k 9.6k 13.96
2025-06-30 $312k 14k 22.17
2025-03-31 $338k 17k 20.33
2024-12-31 $138k 5.2k 26.31
2024-09-30 $1.3k 52 25.13

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding YieldMax MSTR Opt

Toroso Investments
Susquehanna International
IMC-Chicago
Citadel Advisors
Old Mission Capital
Jane Street
Private Advisor
Jump Financial
Pnc Financial Services
Group One Trading
Aspiring Ventures
Federation des caisses Desjardins du Quebec
Keebeck Wealth Management
Simplex Trading
Renaissance Technologies

View all funds holding YieldMax MSTR Opt