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YieldMax MSTR Opt shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

All positions including YieldMax MSTR Opt held by Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 32k 13.96
2025-06-30 $554k 25k 22.17
2025-03-31 $333k 16k 20.33