Morgan Stanley
SMCY

Morgan Stanley’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Morgan Stanley’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 		– Sell
-72
Closed -$583 – 8547
2025
Q4 		$583 Buy
72
+71
+7,100% +$848 ﹤0.01% 7481
2025
Q3 		$16 Hold
1
– – ﹤0.01% 8077
2025
Q2 		$31 Sell
1
-629
-100% -$12.1K ﹤0.01% 7920
2025
Q1 		$13K Hold
630
– – ﹤0.01% 6725
2024
Q4 		$16.2K Buy
+630
New +$23.6K ﹤0.01% 6637

Other funds holding SMCY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 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

Morgan Stanley's SMCY Position: Q1 2026 in Review

Morgan Stanley sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q1 2026, closing a stake of 72 shares — an estimated $583 sold.

Morgan Stanley first reported a position in SMCY in Q4 2024 and held it in 5 quarters. The position peaked at $16.2K in Q4 2024. 19 funds tracked by Wall St. Rank hold SMCY as of Q1 2026.

  • Morgan Stanley reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 72 YieldMax SMCI Option Income Strategy ETF shares in Q1 2026, an estimated $583.
  • Morgan Stanley first reported a position in YieldMax SMCI Option Income Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Morgan Stanley's YieldMax SMCI Option Income Strategy ETF position peaked at $16.2K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.