Envestnet Asset Management
AMZY icon

Envestnet Asset Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Envestnet Asset Management’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 		– Sell
-10,621
Closed -$141K – 4706
2025
Q4 		$141K Buy
+10,621
New +$148K ﹤0.01% 4321

Other funds holding AMZY

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
Susquehanna International Group
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 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 $48.6M AUM 11.64% 1-Year Est. Return

Envestnet Asset Management's AMZY Position: Q1 2026 in Review

Envestnet Asset Management sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 10,621 shares — an estimated $141K sold.

Envestnet Asset Management first reported a position in AMZY in Q4 2025 and held it in 1 quarter. The position peaked at $141K in Q4 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Envestnet Asset Management reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 10,621 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $141K.
  • Envestnet Asset Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Asset Management's YieldMax AMZN Option Income Strategy ETF position peaked at $141K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.