YieldMax MSTR Opt shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in YieldMax MSTR Opt
Tip: Access up to 7 years of quarterly data
All positions including YieldMax MSTR Opt held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in YieldMax MSTR Opt by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 12k | 14.00 |
| 2025-06-30 | $242k | 11k | 22.13 |
| 2025-03-31 | $222k | 11k | 20.36 |
| 2024-12-31 | $253k | 9.6k | 26.28 |