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
Q2 		$182 Buy
36
+33
+1,100% +$203 ﹤0.01% 5368
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 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
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Fidelity Investments's SMCY Position: Q2 2026 in Review

Fidelity Investments increased its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 1,100% in Q2 2026, buying an estimated $203 and bringing the position to 36 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #5368.

Fidelity Investments first reported a position in SMCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11K in Q3 2025. 19 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

  • Fidelity Investments held 36 shares of YieldMax SMCI Option Income Strategy ETF worth $182 as of Q2 2026.
  • Fidelity Investments bought 33 YieldMax SMCI Option Income Strategy ETF shares in Q2 2026, an estimated $203.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5368 holding.
  • Fidelity Investments first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.