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YieldMax MSTR Opt shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 103k 13.96
2025-06-30 $1.7M 76k 22.17
2025-03-31 $772k 38k 20.33
2024-12-31 $786k 30k 26.31