Simplex Trading
SMCY icon

Simplex Trading’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Simplex Trading’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
Q3 		$176K Sell
33,025
-5,170
-14% -$26K ﹤0.01% 4760
2026
Q2 		$193K Buy
38,195
+2,058
+6% +$12.6K ﹤0.01% 4760
2026
Q1 		$198K Buy
36,137
+30,731
+568% +$234K ﹤0.01% 4309
2025
Q4 		$43.8K Sell
5,406
-1,982
-27% -$23.7K ﹤0.01% 5781
2025
Q3 		$114K Sell
7,388
-119
-2% -$2.12K ﹤0.01% 5595
2025
Q2 		$159K Buy
7,507
+5,982
+392% +$115K ﹤0.01% 4753
2025
Q1 		$31K Sell
1,525
-3,163
-67% -$79.7K ﹤0.01% 6232
2024
Q4 		$120K Buy
+4,688
New +$176K ﹤0.01% 5016

Other funds holding SMCY

Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $154M AUM 16.46% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Simplex Trading's SMCY Position: Q3 2026 in Review

Simplex Trading reduced its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 14% in Q3 2026, selling an estimated $26K and leaving 33,025 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #4760.

Simplex Trading first reported a position in SMCY in Q4 2024 and has held it in 8 quarters since. The position peaked at $198K in Q1 2026. 12 funds tracked by Wall St. Rank hold SMCY as of Q3 2026.

  • Simplex Trading held 33,025 shares of YieldMax SMCI Option Income Strategy ETF worth $176K as of Q3 2026.
  • Simplex Trading sold 5,170 YieldMax SMCI Option Income Strategy ETF shares in Q3 2026, an estimated $26K.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4760 holding.
  • Simplex Trading first reported a position in YieldMax SMCI Option Income Strategy ETF in Q4 2024 and has held it in 8 quarters since.
  • Simplex Trading's YieldMax SMCI Option Income Strategy ETF position peaked at $198K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.