SSA
SMCY

SSA Swiss Advisors’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

SSA Swiss Advisors’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 		$55.7K Hold
11,012
– – 0.02% 101
2026
Q1 		$60.3K Hold
11,012
– – 0.03% 86
2025
Q4 		$89.1K Hold
11,012
– – 0.04% 82
2025
Q3 		$170K Buy
11,012
+2,847
+35% +$50.7K 0.08% 80
2025
Q2 		$171K Buy
+8,165
New +$158K 0.08% 73

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
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

SSA Swiss Advisors's SMCY Position: Q2 2026 in Review

SSA Swiss Advisors held its YieldMax SMCI Option Income Strategy ETF (SMCY) position steady in Q2 2026 at 11,012 shares worth $55.7K. The position accounts for 0.02% of the portfolio, ranked #101.

SSA Swiss Advisors first reported a position in SMCY in Q2 2025 and has held it in 5 quarters since. The position peaked at $171K in Q2 2025. 13 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

  • SSA Swiss Advisors held 11,012 shares of YieldMax SMCI Option Income Strategy ETF worth $55.7K as of Q2 2026.
  • SSA Swiss Advisors left its YieldMax SMCI Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax SMCI Option Income Strategy ETF made up 0.02% of SSA Swiss Advisors's portfolio in Q2 2026, its #101 holding.
  • SSA Swiss Advisors first reported a position in YieldMax SMCI Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's YieldMax SMCI Option Income Strategy ETF position peaked at $171K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.