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YieldMax MSTR Opt shares owned by Argent Advisors

Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Argent Advisors from 13F filings

Historical chart of Argent Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Argent Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 20k 13.96
2025-06-30 $1.1M 50k 22.17
2025-03-31 $407k 20k 20.33
2024-12-31 $263k 10k 26.31

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Ishares Core Msci Eafe Etf core msci eafe (IEFA)
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iShares Russell 2000 Index (IWM)
iShares S&P 500 Index (IVV)
Ishares Tr core div grwth (DGRO)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Invesco S&p 500 Equal Weight Etf (RSP)
First Tr Exchange-traded (RDVI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ishares Inc emrgmkt dividx (DVYE)
First Tr Exchange-traded (KNG)
NVIDIA Corporation (NVDA)

View all positions for Argent Advisors

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