Advisory Services Network
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Advisory Services Network’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Advisory Services Network’s Portfolio AMZY Stock Details AMZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-960
Closed -$20.5K – 1537
2023
Q4 		$20.5K Buy
+960
New +$19.7K ﹤0.01% 2508

Other funds holding AMZY

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Zega Financial
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
EPG Wealth Management
EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's AMZY Position: Q1 2024 in Review

Advisory Services Network sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2024, closing a stake of 960 shares — an estimated $20.5K sold.

Advisory Services Network first reported a position in AMZY in Q4 2023 and held it in 1 quarter. The position peaked at $20.5K in Q4 2023. 11 funds tracked by Wall St. Rank hold AMZY as of Q1 2024.

  • Advisory Services Network reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 960 YieldMax AMZN Option Income Strategy ETF shares in Q1 2024, an estimated $20.5K.
  • Advisory Services Network first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's YieldMax AMZN Option Income Strategy ETF position peaked at $20.5K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.