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EPG Wealth Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

EPG Wealth 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
2025
Q2 		– Sell
-4,574
Closed -$73.4K – 317
2025
Q1 		$73.4K Buy
4,574
+330
+8% +$6K 0.02% 268
2024
Q4 		$79.8K Buy
4,244
+575
+16% +$11.3K 0.02% 269
2024
Q3 		$71.2K Buy
+3,669
New +$73.3K 0.02% 277
2024
Q2 		– Sell
-2,983
Closed -$67.9K – 291
2024
Q1 		$70.1K Buy
2,983
+83
+3% +$1.84K 0.02% 299
2023
Q4 		$64.4K Buy
2,900
+346
+14% +$7.11K 0.02% 289
2023
Q3 		$50.6K Buy
+2,554
New +$53.8K 0.02% 298

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

EPG Wealth Management's AMZY Position: Q2 2025 in Review

EPG Wealth Management sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q2 2025, closing a stake of 4,574 shares — an estimated $73.4K sold.

EPG Wealth Management first reported a position in AMZY in Q3 2023 and held it in 6 quarters. The position peaked at $79.8K in Q4 2024. 22 funds tracked by Wall St. Rank hold AMZY as of Q2 2025.

  • EPG Wealth Management reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 4,574 YieldMax AMZN Option Income Strategy ETF shares in Q2 2025, an estimated $73.4K.
  • EPG Wealth Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q3 2023 and held it in 6 quarters.
  • EPG Wealth Management's YieldMax AMZN Option Income Strategy ETF position peaked at $79.8K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.