Winebrenner Capital Management’s YieldMax SMCI Option Income Strategy ETF SMCY Stock Holding History

Winebrenner Capital Management’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	$101K	Buy	20,000 +5,000	+33%	+$30.7K	0.06%	152
2026 Q1	$82.2K	Buy	+15,000	New	+$114K	0.05%	138
2025 Q4	–	Sell	-10,500	Closed	-$162K	–	148
2025 Q3	$162K	Buy	+10,500	New	+$187K	0.12%	131

Other funds holding SMCY

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Winebrenner Capital Management's SMCY Position: Q2 2026 in Review

Winebrenner Capital Management increased its YieldMax SMCI Option Income Strategy ETF (SMCY) stake by 33% in Q2 2026, buying an estimated $30.7K and bringing the position to 20,000 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #152.

Winebrenner Capital Management first reported a position in SMCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q3 2025. 2 funds tracked by Wall St. Rank hold SMCY as of Q2 2026.

Winebrenner Capital Management held 20,000 shares of YieldMax SMCI Option Income Strategy ETF worth $101K as of Q2 2026.
Winebrenner Capital Management bought 5,000 YieldMax SMCI Option Income Strategy ETF shares in Q2 2026, an estimated $30.7K.
YieldMax SMCI Option Income Strategy ETF made up 0.06% of Winebrenner Capital Management's portfolio in Q2 2026, its #152 holding.
Winebrenner Capital Management first reported a position in YieldMax SMCI Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Winebrenner Capital Management's YieldMax SMCI Option Income Strategy ETF position peaked at $162K in Q3 2025.
2 funds tracked by Wall St. Rank held YieldMax SMCI Option Income Strategy ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.