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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
Q2 		$504K Buy
47,149
+12,042
+34% +$142K 0.02% 67
2026
Q1 		$387K Buy
35,107
+6,372
+22% +$76.5K 0.01% 108
2025
Q4 		$382K Buy
28,735
+5,113
+22% +$71.1K 0.02% 84
2025
Q3 		$336K Buy
23,622
+6,823
+41% +$106K 0.03% 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 $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cavalier Investments's AMZY Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 34% in Q2 2026, buying an estimated $142K and bringing the position to 47,149 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #67.

Cavalier Investments first reported a position in AMZY in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q1 2025. 40 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

  • Cavalier Investments held 47,149 shares of YieldMax AMZN Option Income Strategy ETF worth $504K as of Q2 2026.
  • Cavalier Investments bought 12,042 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $142K.
  • YieldMax AMZN Option Income Strategy ETF made up 0.02% of Cavalier Investments's portfolio in Q2 2026, its #67 holding.
  • Cavalier Investments first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Cavalier Investments's YieldMax AMZN Option Income Strategy ETF position peaked at $529K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.