UBS Group
SMCY icon

UBS Group’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

UBS Group’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 		$4.8K Buy
+900
New +$4.52K ﹤0.01% 9619
2026
Q1 		– Sell
-40,569
Closed -$329K – 11401
2025
Q4 		$329K Buy
+40,569
New +$485K ﹤0.01% 6307
2025
Q1 		– Sell
-174
Closed -$4.49K – 10880
2024
Q4 		$4.49K Buy
+174
New +$6.52K ﹤0.01% 8754

Other funds holding SMCY

Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
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
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

UBS Group's SMCY Position: Q3 2026 in Review

UBS Group opened a new position in YieldMax SMCI Option Income Strategy ETF (SMCY) in Q3 2026: 900 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #9619 among its holdings. This is a return to the name: UBS Group previously reported a position in SMCY as recently as Q4 2025.

UBS Group first reported a position in SMCY in Q4 2024 and has held it in 3 quarters since. The position peaked at $329K in Q4 2025. 11 funds tracked by Wall St. Rank hold SMCY as of Q3 2026.

  • UBS Group held 900 shares of YieldMax SMCI Option Income Strategy ETF worth $4.8K as of Q3 2026.
  • YieldMax SMCI Option Income Strategy ETF was a new UBS Group position in Q3 2026.
  • YieldMax SMCI Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9619 holding.
  • UBS Group first reported a position in YieldMax SMCI Option Income Strategy ETF in Q4 2024 and has held it in 3 quarters since.
  • UBS Group's YieldMax SMCI Option Income Strategy ETF position peaked at $329K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.