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YieldMax MSTR Opt shares owned by CWM

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

Historical chart of CWM investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0k 336 23.81
2024-06-30 $10k 336 29.76

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Eafe Value Etf (EFV)
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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding YieldMax MSTR Opt

Toroso Investments
Jane Street
Citadel Advisors
Susquehanna International
Belvedere Trading
Wealth Enhancement Advisory Services
Merit Financial Group
Diversify Wealth Management
Dynamic Advisors Solutions
National Bank Of Canada /fi/
Simplex Trading
Tucker Asset Management
Vista Private Wealth Partners
CWM
Tower Research Capital

View all funds holding YieldMax MSTR Opt