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YieldMax MSTR Opt shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 31k 13.96
2025-06-30 $401k 18k 22.17

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Strategy Cl A New (MSTR)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)

View all positions for Kapstone Financial 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