SPIA
SMCY

Steward Partners Investment Advisory’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-5,225
Closed -$80.7K – 4496
2025
Q3 		$80.7K Buy
+5,225
New +$93.1K ﹤0.01% 2354

Other funds holding SMCY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's SMCY Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q4 2025, closing a stake of 5,225 shares — an estimated $80.7K sold.

Steward Partners Investment Advisory first reported a position in SMCY in Q3 2025 and held it in 1 quarter. The position peaked at $80.7K in Q3 2025. 22 funds tracked by Wall St. Rank hold SMCY as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,225 YieldMax SMCI Option Income Strategy ETF shares in Q4 2025, an estimated $80.7K.
  • Steward Partners Investment Advisory first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's YieldMax SMCI Option Income Strategy ETF position peaked at $80.7K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.