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

Farther Finance 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
2025
Q2 		– Sell
-6
Closed -$97 – 4501
2025
Q1 		$97 Hold
6
– – ﹤0.01% 4070
2024
Q4 		$113 Buy
+6
New +$118 ﹤0.01% 3764

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 $84.4B AUM 52.68% 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

Farther Finance Advisors's AMZY Position: Q2 2025 in Review

Farther Finance Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q2 2025, closing a stake of 6 shares — an estimated $97 sold.

Farther Finance Advisors first reported a position in AMZY in Q4 2024 and held it in 2 quarters. The position peaked at $113 in Q4 2024. 22 funds tracked by Wall St. Rank hold AMZY as of Q2 2025.

  • Farther Finance Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 6 YieldMax AMZN Option Income Strategy ETF shares in Q2 2025, an estimated $97.
  • Farther Finance Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Farther Finance Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $113 in Q4 2024.
  • 22 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.