Global Retirement Partners’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.43K Hold
300
﹤0.01% 3666
2025
Q3
$4.63K Buy
+300
New +$5.35K ﹤0.01% 3003

Other funds holding SMCY

Global Retirement Partners's SMCY Position: Q4 2025 in Review

Global Retirement Partners held its YieldMax SMCI Option Income Strategy ETF (SMCY) position steady in Q4 2025 at 300 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Global Retirement Partners first reported a position in SMCY in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.63K in Q3 2025. 22 funds tracked by Wall St. Rank hold SMCY as of Q4 2025.

  • Global Retirement Partners held 300 shares of YieldMax SMCI Option Income Strategy ETF worth $2.43K as of Q4 2025.
  • Global Retirement Partners left its YieldMax SMCI Option Income Strategy ETF share count unchanged in Q4 2025.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3666 holding.
  • Global Retirement Partners first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's YieldMax SMCI Option Income Strategy ETF position peaked at $4.63K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.