CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-2,248
Closed -$89.3K – 2511
2025
Q1 		$89.3K Buy
+2,248
New +$99.5K ﹤0.01% 2245
2024
Q4 		– Sell
-2,773
Closed -$205K – 2297
2024
Q3 		$205K Sell
2,773
-105
-4% -$7.75K ﹤0.01% 2118
2024
Q2 		$247K Buy
+2,878
New +$250K ﹤0.01% 1921

Other funds holding AMDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

CAPTRUST Financial Advisors's AMDY Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q2 2025, closing a stake of 2,248 shares — an estimated $89.3K sold.

CAPTRUST Financial Advisors first reported a position in AMDY in Q2 2024 and held it in 3 quarters. The position peaked at $247K in Q2 2024. 21 funds tracked by Wall St. Rank hold AMDY as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,248 YieldMax AMD Option Income Strategy ETF shares in Q2 2025, an estimated $89.3K.
  • CAPTRUST Financial Advisors first reported a position in YieldMax AMD Option Income Strategy ETF in Q2 2024 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's YieldMax AMD Option Income Strategy ETF position peaked at $247K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.