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Albion Financial Group’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-142
Closed -$2.67K – 614
2024
Q4 		$2.67K Buy
+142
New +$2.78K ﹤0.01% 533

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Albion Financial Group's AMZY Position: Q1 2025 in Review

Albion Financial Group sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2025, closing a stake of 142 shares — an estimated $2.67K sold.

Albion Financial Group first reported a position in AMZY in Q4 2024 and held it in 1 quarter. The position peaked at $2.67K in Q4 2024. 24 funds tracked by Wall St. Rank hold AMZY as of Q1 2025.

  • Albion Financial Group reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 142 YieldMax AMZN Option Income Strategy ETF shares in Q1 2025, an estimated $2.67K.
  • Albion Financial Group first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's YieldMax AMZN Option Income Strategy ETF position peaked at $2.67K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.