Fidelity Investments’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Fidelity Investments’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	$298	Sell	27 -16	-37%	-$192	﹤0.01%	5201
2025 Q4	$571	Sell	43 -12	-22%	-$167	﹤0.01%	5143
2025 Q3	$783	Buy	+55	New	+$855	﹤0.01%	5044
2025 Q1	–	Sell	-1	Closed	-$19	–	5293
2024 Q4	$19	Buy	+1	New	+$20	﹤0.01%	5377
2023 Q4	–	Sell	-1	Closed	-$20	–	5423
2023 Q3	$20	Buy	+1	New	+$21	﹤0.01%	5086

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Fidelity Investments's AMZY Position: Q1 2026 in Review

Fidelity Investments reduced its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 37% in Q1 2026, selling an estimated $192 and leaving 27 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #5201.

Fidelity Investments first reported a position in AMZY in Q3 2023 and has held it in 5 quarters since. The position peaked at $783 in Q3 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

Fidelity Investments held 27 shares of YieldMax AMZN Option Income Strategy ETF worth $298 as of Q1 2026.
Fidelity Investments sold 16 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $192.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5201 holding.
Fidelity Investments first reported a position in YieldMax AMZN Option Income Strategy ETF in Q3 2023 and has held it in 5 quarters since.
Fidelity Investments's YieldMax AMZN Option Income Strategy ETF position peaked at $783 in Q3 2025.
33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.