EPG Wealth Management
AMZY icon

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

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Westend Capital Management
Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return
Sunbelt Securities
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 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.