Morgan Stanley
SOXY

Morgan Stanley’s YieldMax Target 12 Semiconductor Option Income ETF SOXY Stock Holding History

Morgan Stanley’s Portfolio SOXY Stock Details SOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$79 – 8564
2025
Q4 		$79 Buy
+1
New +$59 ﹤0.01% 7737

Other funds holding SOXY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's SOXY Position: Q1 2026 in Review

Morgan Stanley sold out of YieldMax Target 12 Semiconductor Option Income ETF (SOXY) in Q1 2026, closing a stake of 1 share — an estimated $79 sold.

Morgan Stanley first reported a position in SOXY in Q4 2025 and held it in 1 quarter. The position peaked at $79 in Q4 2025. 9 funds tracked by Wall St. Rank hold SOXY as of Q1 2026.

  • Morgan Stanley reported no remaining YieldMax Target 12 Semiconductor Option Income ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1 YieldMax Target 12 Semiconductor Option Income ETF share in Q1 2026, an estimated $79.
  • Morgan Stanley first reported a position in YieldMax Target 12 Semiconductor Option Income ETF in Q4 2025 and held it in 1 quarter.
  • Morgan Stanley's YieldMax Target 12 Semiconductor Option Income ETF position peaked at $79 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q1 2026.

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