Carson Wealth (CWM LLC)
SMCY

Carson Wealth (CWM LLC)’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMCY Stock Details SMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-110
Closed -$2K – 5708
2025
Q3 		$2K Hold
110
– – ﹤0.01% 5059
2025
Q2 		$2K Buy
+110
New +$2.12K ﹤0.01% 4952

Other funds holding SMCY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $266M AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMCY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q4 2025, closing a stake of 110 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in SMCY in Q2 2025 and held it in 2 quarters. The position peaked at $2K in Q3 2025. 22 funds tracked by Wall St. Rank hold SMCY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 110 YieldMax SMCI Option Income Strategy ETF shares in Q4 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in YieldMax SMCI Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s YieldMax SMCI Option Income Strategy ETF position peaked at $2K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.