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Blue Bell Private Wealth Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Blue Bell Private 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
2026
Q1 		$220 Hold
20
– – ﹤0.01% 711
2025
Q4 		$266 Hold
20
– – ﹤0.01% 711
2025
Q3 		$285 Sell
20
-50
-71% -$777 ﹤0.01% 718
2025
Q2 		$1.14K Hold
70
– – ﹤0.01% 667
2025
Q1 		$1.12K Buy
70
+20
+40% +$363 ﹤0.01% 658
2024
Q4 		$941 Buy
+50
New +$980 ﹤0.01% 631

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
SI
Stirlingshire Investments New York $114M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

Blue Bell Private Wealth Management's AMZY Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its YieldMax AMZN Option Income Strategy ETF (AMZY) position steady in Q1 2026 at 20 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Blue Bell Private Wealth Management first reported a position in AMZY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14K in Q2 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Blue Bell Private Wealth Management held 20 shares of YieldMax AMZN Option Income Strategy ETF worth $220 as of Q1 2026.
  • Blue Bell Private Wealth Management left its YieldMax AMZN Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #711 holding.
  • Blue Bell Private Wealth Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's YieldMax AMZN Option Income Strategy ETF position peaked at $1.14K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.