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YieldMax MSTR Opt shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by Merit 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 96k 13.96
2025-06-30 $1.4M 65k 22.17
2025-03-31 $1.1M 55k 20.33
2024-12-31 $898k 34k 26.31
2024-09-30 $436k 17k 25.13

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View all positions for Merit Financial Group

Top funds holding YieldMax MSTR Opt

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