Avidian Wealth Enterprises’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Avidian Wealth Enterprises’s Portfolio AMDY Stock Details AMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,000	Closed	-$587K	–	754
2026 Q2	$587K	Buy	+10,000	New	+$483K	0.02%	434

Other funds holding AMDY

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Avidian Wealth Enterprises's AMDY Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q3 2026, closing a stake of 10,000 shares — an estimated $587K sold.

Avidian Wealth Enterprises first reported a position in AMDY in Q2 2026 and held it in 1 quarter. The position peaked at $587K in Q2 2026. 2 funds tracked by Wall St. Rank hold AMDY as of Q3 2026.

Avidian Wealth Enterprises reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 10,000 YieldMax AMD Option Income Strategy ETF shares in Q3 2026, an estimated $587K.
Avidian Wealth Enterprises first reported a position in YieldMax AMD Option Income Strategy ETF in Q2 2026 and held it in 1 quarter.
Avidian Wealth Enterprises's YieldMax AMD Option Income Strategy ETF position peaked at $587K in Q2 2026.
2 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.