Colonial Trust Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Colonial Trust Advisors’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	$11K	Hold	1,000	–	–	﹤0.01%	517
2025 Q4	$13.3K	Hold	1,000	–	–	﹤0.01%	480
2025 Q3	$14.2K	Hold	1,000	–	–	﹤0.01%	463
2025 Q2	$16.3K	Hold	1,000	–	–	﹤0.01%	462
2025 Q1	$16K	Hold	1,000	–	–	﹤0.01%	454
2024 Q4	$18.8K	Buy	1,000 +700	+233%	+$13.7K	﹤0.01%	413
2024 Q3	$5.82K	Hold	300	–	–	﹤0.01%	608
2024 Q2	$6.62K	Buy	+300	New	+$6.82K	﹤0.01%	576

Other funds holding AMZY

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

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

Colonial Trust Advisors's AMZY Position: Q1 2026 in Review

Colonial Trust Advisors held its YieldMax AMZN Option Income Strategy ETF (AMZY) position steady in Q1 2026 at 1,000 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Colonial Trust Advisors first reported a position in AMZY in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.8K in Q4 2024. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

Colonial Trust Advisors held 1,000 shares of YieldMax AMZN Option Income Strategy ETF worth $11K as of Q1 2026.
Colonial Trust Advisors 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 Colonial Trust Advisors's portfolio in Q1 2026, its #517 holding.
Colonial Trust Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Colonial Trust Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $18.8K in Q4 2024.
33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.