BFC Planning, Inc.’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

BFC Planning, Inc.’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 Q2	$198K	Sell	18,517 -4,110	-18%	-$48.5K	0.01%	937
2026 Q1	$249K	Buy	22,627 +11,971	+112%	+$144K	0.01%	793
2025 Q4	$142K	Buy	10,656 +3,317	+45%	+$46.1K	0.01%	999
2025 Q3	$104K	Buy	+7,339	New	+$114K	0.01%	910

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

BFC Planning, Inc.'s AMZY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 18% in Q2 2026, selling an estimated $48.5K and leaving 18,517 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #937.

BFC Planning, Inc. first reported a position in AMZY in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q1 2026. 41 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

BFC Planning, Inc. held 18,517 shares of YieldMax AMZN Option Income Strategy ETF worth $198K as of Q2 2026.
BFC Planning, Inc. sold 4,110 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $48.5K.
YieldMax AMZN Option Income Strategy ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #937 holding.
BFC Planning, Inc. first reported a position in YieldMax AMZN Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s YieldMax AMZN Option Income Strategy ETF position peaked at $249K in Q1 2026.
41 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.