Citadel Advisors’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Citadel Advisors’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
2026 Q1	$204K	Buy	37,300 +9,700	+35%	+$73.7K	﹤0.01%	11374
2025 Q4	$224K	Sell	27,600 -5,900	-18%	-$70.5K	﹤0.01%	10793
2025 Q3	$517K	Buy	33,500 +9,300	+38%	+$166K	﹤0.01%	9051
2025 Q2	$513K	Buy	24,200 +6,800	+39%	+$131K	﹤0.01%	8571
2025 Q1	$360K	Buy	17,400 +14,400	+480%	+$363K	﹤0.01%	9181
2024 Q4	$77.4K	Buy	+3,000	New	+$112K	﹤0.01%	11826

Other funds holding SMCY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Citadel Advisors's SMCY Position: Q1 2026 in Review

Citadel Advisors sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q1 2026, closing a stake of 13,998 shares — an estimated $106K sold.

Citadel Advisors first reported a position in SMCY in Q3 2024 and held it in 3 quarters. The position peaked at $1.61M in Q3 2024. 19 funds tracked by Wall St. Rank hold SMCY as of Q1 2026.

Citadel Advisors reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 13,998 YieldMax SMCI Option Income Strategy ETF shares in Q1 2026, an estimated $106K.
Citadel Advisors first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2024 and held it in 3 quarters.
Citadel Advisors's YieldMax SMCI Option Income Strategy ETF position peaked at $1.61M in Q3 2024.
19 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.