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
Q2 		$124 Buy
+1
New +$90 ﹤0.01% 7915
2026
Q1 		– Sell
-1
Closed -$79 – 8564
2025
Q4 		$79 Buy
+1
New +$59 ﹤0.01% 7737

Other funds holding SOXY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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 $1.21T AUM 78.12% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Morgan Stanley's SOXY Position: Q2 2026 in Review

Morgan Stanley opened a new position in YieldMax Target 12 Semiconductor Option Income ETF (SOXY) in Q2 2026: 1 share worth $124. The stake represents ﹤0.01% of the portfolio and ranks #7915 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in SOXY as recently as Q4 2025.

Morgan Stanley first reported a position in SOXY in Q4 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SOXY as of Q2 2026.

  • Morgan Stanley held 1 share of YieldMax Target 12 Semiconductor Option Income ETF worth $124 as of Q2 2026.
  • YieldMax Target 12 Semiconductor Option Income ETF was a new Morgan Stanley position in Q2 2026.
  • YieldMax Target 12 Semiconductor Option Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7915 holding.
  • Morgan Stanley first reported a position in YieldMax Target 12 Semiconductor Option Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.