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YieldMax MSTR Opt shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 20k 13.96
2025-06-30 $202k 9.1k 22.17

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment 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