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

CoreCap 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
2024
Q4 		– Sell
-16
Closed -$306 – 2858
2024
Q3 		$306 Buy
16
+2
+14% +$40 ﹤0.01% 2423
2024
Q2 		$318 Buy
14
+1
+8% +$23 ﹤0.01% 1480
2024
Q1 		$302 Buy
+13
New +$288 ﹤0.01% 2373

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
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
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

CoreCap Advisors's AMZY Position: Q4 2024 in Review

CoreCap Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q4 2024, closing a stake of 16 shares — an estimated $306 sold.

CoreCap Advisors first reported a position in AMZY in Q1 2024 and held it in 3 quarters. The position peaked at $318 in Q2 2024. 26 funds tracked by Wall St. Rank hold AMZY as of Q4 2024.

  • CoreCap Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • CoreCap Advisors sold 16 YieldMax AMZN Option Income Strategy ETF shares in Q4 2024, an estimated $306.
  • CoreCap Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2024 and held it in 3 quarters.
  • CoreCap Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $318 in Q2 2024.
  • 26 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.