CI
AMZY icon

Cavalier Investments’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Cavalier Investments’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 		$387K Buy
35,107
+6,372
+22% +$76.5K 0.1% 108
2025
Q4 		$382K Buy
28,735
+5,113
+22% +$71.1K 0.12% 84
2025
Q3 		$336K Buy
23,622
+6,823
+41% +$106K 0.14% 96
2025
Q2 		$273K Sell
16,799
-16,203
-49% -$253K 0.08% 66
2025
Q1 		$529K Buy
33,002
+17,026
+107% +$309K 0.18% 70
2024
Q4 		$301K Buy
+15,976
New +$313K 0.1% 71

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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 $48.4M AUM 11.64% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return