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YieldMax MSTR Opt shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of YieldMax MSTR Opt (MSTY) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in YieldMax MSTR Opt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in YieldMax MSTR Opt by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 40k 13.87
2025-06-30 $1.4M 69k 20.89
2025-03-31 $790k 39k 20.33
2024-12-31 $599k 23k 26.31
2024-06-30 $613k 21k 28.89

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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