SIS
SMCY

Sound Income Strategies’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Sound Income Strategies’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 		– Sell
-330
Closed -$1.8K – 2501
2026
Q1 		$1.8K Hold
330
– – ﹤0.01% 2180
2025
Q4 		$2.83K Buy
+330
New +$3.94K ﹤0.01% 2035

Other funds holding SMCY

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
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

Sound Income Strategies's SMCY Position: Q2 2026 in Review

Sound Income Strategies sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q2 2026, closing a stake of 330 shares — an estimated $1.8K sold.

Sound Income Strategies first reported a position in SMCY in Q4 2025 and held it in 2 quarters. The position peaked at $2.83K in Q4 2025. 13 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

  • Sound Income Strategies reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 330 YieldMax SMCI Option Income Strategy ETF shares in Q2 2026, an estimated $1.8K.
  • Sound Income Strategies first reported a position in YieldMax SMCI Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's YieldMax SMCI Option Income Strategy ETF position peaked at $2.83K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.