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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

UBS Group's SMCY Position: Q1 2026 in Review

UBS Group sold out of YieldMax SMCI Option Income Strategy ETF (SMCY) in Q1 2026, closing a stake of 40,569 shares — an estimated $329K sold.

UBS Group first reported a position in SMCY in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q4 2025. 19 funds tracked by Wall St. Rank hold SMCY as of Q1 2026.

  • UBS Group reported no remaining YieldMax SMCI Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 40,569 YieldMax SMCI Option Income Strategy ETF shares in Q1 2026, an estimated $329K.
  • UBS Group first reported a position in YieldMax SMCI Option Income Strategy ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's YieldMax SMCI Option Income Strategy ETF position peaked at $329K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.