Blue Bell Private Wealth Management’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Blue Bell Private Wealth Management’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
2025 Q3	–	Sell	-6	Closed	-$244	–	736
2025 Q2	$244	Hold	6	–	–	﹤0.01%	715
2025 Q1	$238	Buy	6 +2	+50%	+$89	﹤0.01%	709
2024 Q4	$202	Buy	+4	New	+$247	﹤0.01%	663

Other funds holding AMDY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

WCM

Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Blue Bell Private Wealth Management's AMDY Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q3 2025, closing a stake of 6 shares — an estimated $244 sold.

Blue Bell Private Wealth Management first reported a position in AMDY in Q4 2024 and held it in 3 quarters. The position peaked at $244 in Q2 2025. 23 funds tracked by Wall St. Rank hold AMDY as of Q3 2025.

Blue Bell Private Wealth Management reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 6 YieldMax AMD Option Income Strategy ETF shares in Q3 2025, an estimated $244.
Blue Bell Private Wealth Management first reported a position in YieldMax AMD Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
Blue Bell Private Wealth Management's YieldMax AMD Option Income Strategy ETF position peaked at $244 in Q2 2025.
23 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.