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YieldMax MSTR Opt shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 26k 13.96
2025-06-30 $560k 25k 22.17
2025-03-31 $576k 28k 20.33

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Vanguard Index Fds Value Etf (VTV)
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View all positions for Mariner Wealth 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