AWM
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AE Wealth Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-10
Closed -$163 – 2283
2025
Q2 		$163 Hold
10
– – ﹤0.01% 2129
2025
Q1 		$160 Sell
10
-628
-98% -$11.4K ﹤0.01% 2131
2024
Q4 		$12K Buy
+638
New +$12.5K ﹤0.01% 1821

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AE Wealth Management's AMZY Position: Q3 2025 in Review

AE Wealth Management sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q3 2025, closing a stake of 10 shares — an estimated $163 sold.

AE Wealth Management first reported a position in AMZY in Q4 2024 and held it in 3 quarters. The position peaked at $12K in Q4 2024. 33 funds tracked by Wall St. Rank hold AMZY as of Q3 2025.

  • AE Wealth Management reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 10 YieldMax AMZN Option Income Strategy ETF shares in Q3 2025, an estimated $163.
  • AE Wealth Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's YieldMax AMZN Option Income Strategy ETF position peaked at $12K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.