Fidelity Investments
SMCY

Fidelity Investments’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Fidelity Investments’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 		$16 Sell
3
-69
-96% -$524 ﹤0.01% 5365
2025
Q4 		$583 Hold
72
– – ﹤0.01% 5141
2025
Q3 		$1.11K Buy
+72
New +$1.28K ﹤0.01% 5004

Other funds holding SMCY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IA
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

Fidelity Investments's SMCY Position: Q1 2026 in Review

Fidelity Investments reduced its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 96% in Q1 2026, selling an estimated $524 and leaving 3 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #5365.

Fidelity Investments first reported a position in SMCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11K in Q3 2025. 19 funds tracked by Wall St. Rank hold SMCY as of Q1 2026.

  • Fidelity Investments held 3 shares of YieldMax SMCI Option Income Strategy ETF worth $16 as of Q1 2026.
  • Fidelity Investments sold 69 YieldMax SMCI Option Income Strategy ETF shares in Q1 2026, an estimated $524.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5365 holding.
  • Fidelity Investments first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Fidelity Investments's YieldMax SMCI Option Income Strategy ETF position peaked at $1.11K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.