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YieldMax MSTR Opt shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 16k 13.96
2025-06-30 $341k 15k 22.17

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View all positions for Captrust 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