None of the 29 investors followed here reported a position in MSTY in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Tim Moore NC14 | 2 | +$107.5K | Bought Aug 20, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Aug 20, 25 | Tim Moore NC14 | Self | Buy | $15,001 - $50,000 | Sep 3, 25 (14d) | |
| Aug 11, 25 | Tim Moore NC14 | Self | Buy | $50,001 - $100,000 | Sep 3, 25 (23d) |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.2 | -15.2 | -7.7 | 16.2 | -9.9 | -45.1 | 1.1 | 24.1 | 4.6 | -2.3 | −47.0% | ||
| 2025 | 2.1 | -25.1 | 1.1 | 19.7 | -11.5 | 2.9 | -12.0 | -20.5 | -9.9 | -22.0 | -35.7 | -15.4 | −77.5% |
| 2024 | 70.9 | -34.9 | 16.3 | -11.2 | 2.0 | -21.3 | 8.3 | 15.4 | 17.3 | -22.6 | +4.6% |
The fund is an actively managed ETF that seeks current income while maintaining the opportunity for exposure to the share price of the common stock of MicroStrategy Incorporated, subject to a limit on potential investment gains. The fund is non-diversified.