LFA
SMCY

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

Legend Financial 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
2025
Q3 		– Sell
-500
Closed -$10.6K – 171
2025
Q2 		$10.6K Buy
+500
New +$9.65K 0.01% 110

Other funds holding SMCY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Legend Financial Advisors's SMCY Position: Q3 2025 in Review

Legend Financial Advisors sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q3 2025, closing a stake of 500 shares — an estimated $10.6K sold.

Legend Financial Advisors first reported a position in SMCY in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 21 funds tracked by Wall St. Rank hold SMCY as of Q3 2025.

  • Legend Financial Advisors reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 500 YieldMax SMCI Option Income Strategy ETF shares in Q3 2025, an estimated $10.6K.
  • Legend Financial Advisors first reported a position in YieldMax SMCI Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's YieldMax SMCI Option Income Strategy ETF position peaked at $10.6K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.