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YieldMax MSTR Opt shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 976 13.96
2025-06-30 $17k 752 22.17
2025-03-31 $12k 596 20.33

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

Top funds holding YieldMax MSTR Opt

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Jane Street
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Federation des caisses Desjardins du Quebec
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