CoreCap Advisors
AMZY icon

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

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital CS Group
Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return
Cavalier Investments
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
EPG Wealth Management
EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return
Sunbelt Securities
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 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.