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YieldMax MSTR Short Option Income Strategy ETF Holdings

WNTR was created on 2025-03-26 by YieldMax. The fund's investment portfolio concentrates primarily on information technology equity. WNTR aims to provide current income and inverse exposure to MicroStrategy stock (MSTR), with a cap on potential gains. The fund employs an actively managed synthetic covered put strategy, using US Treasurys as collateral. Both exchange-traded and FLEX options are used to execute the strategy.

Last Updated: 2 days, 15 hours ago

Last reported holdings - YieldMax MSTR Short Option Income Strategy ETF

Ticker Name Est. Value
MSTR
Strategy Inc Class A $23.2 million
MSTR US 08/21/26 P130 $20.1 million
B 0 07.09.26
United States Treasury Bills 0% $15.0 million
B 0 09.03.26
United States Treasury Bills 0% $12.5 million
MSTR US 07/17/26 P130 $10.1 million
B 0 08.06.26
United States Treasury Bills 0% $9.7 million
Mstr 08/21/2026 95.02 P $7.6 million
B 0 10.15.26
United States Treasury Bills 0% $7.4 million
B 0 12.10.26
United States Treasury Bills 0% $6.6 million
OTHER ASSETS AND LIABILITIES $2.4 million
FGXXX
First American Government Obligs X $2.0 million
MSTR US 07/10/26 P86 $1.2 million
MSTR US 08/21/26 C155 $1.0 million
MSTR US 08/21/26 C275 $432632
MSTR US 07/02/26 P87 $350721
MSTR US 07/02/26 P88 $326779
MSTR US 07/17/26 C210 $178683
US DOLLARS $-322
MSTR US 07/02/26 P93 $-241109
MSTR US 07/02/26 P90 $-330363
MSTR US 07/02/26 P94 $-894887
Mstr 07/17/2026 130.02 C $-2.4 million
MSTR US 07/10/26 P92.5 $-2.5 million
Cash Offset $-2.7 million
Mstr 08/21/2026 95.02 C $-7.4 million
Mstr 08/21/2026 130.02 C $-9.0 million
MSTR
Strategy Inc Class A $-23.2 million

Recent Changes - YieldMax MSTR Short Option Income Strategy ETF

Date Ticker Name Change (Shares)