Simplex Trading
SMCY

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
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

SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $266M AUM 24.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Simplex Trading's SMCY Position: Q2 2026 in Review

Simplex Trading increased its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 5.7% in Q2 2026, buying an estimated $12.6K and bringing the position to 38,195 shares worth $193K. 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 7 quarters since. The position peaked at $198K in Q1 2026. 13 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

  • Simplex Trading held 38,195 shares of YieldMax SMCI Option Income Strategy ETF worth $193K as of Q2 2026.
  • Simplex Trading bought 2,058 YieldMax SMCI Option Income Strategy ETF shares in Q2 2026, an estimated $12.6K.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 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 7 quarters since.
  • Simplex Trading's YieldMax SMCI Option Income Strategy ETF position peaked at $198K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.