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YieldMax MSTR Opt shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 15k 13.96
2025-06-30 $262k 12k 22.17