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Beaird Harris Wealth Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Beaird Harris 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
-275
Closed -$4.47K – 727
2025
Q2 		$4.47K Hold
275
– – ﹤0.01% 432
2025
Q1 		$4.41K Buy
+275
New +$5K ﹤0.01% 394

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

Beaird Harris Wealth Management's AMZY Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q3 2025, closing a stake of 275 shares — an estimated $4.47K sold.

Beaird Harris Wealth Management first reported a position in AMZY in Q1 2025 and held it in 2 quarters. The position peaked at $4.47K in Q2 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 275 YieldMax AMZN Option Income Strategy ETF shares in Q3 2025, an estimated $4.47K.
  • Beaird Harris Wealth Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's YieldMax AMZN Option Income Strategy ETF position peaked at $4.47K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q3 2025.

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