Garton & Associates Financial Advisors’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Garton & Associates Financial Advisors’s Portfolio AMDY Stock Details AMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-515	Closed	-$19.6K	–	144
2025 Q4	$19.6K	Buy	+515	New	+$22.5K	0.01%	653

Other funds holding AMDY

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

WCM

Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's AMDY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q1 2026, closing a stake of 515 shares — an estimated $19.6K sold.

Garton & Associates Financial Advisors first reported a position in AMDY in Q4 2025 and held it in 1 quarter. The position peaked at $19.6K in Q4 2025. 15 funds tracked by Wall St. Rank hold AMDY as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 515 YieldMax AMD Option Income Strategy ETF shares in Q1 2026, an estimated $19.6K.
Garton & Associates Financial Advisors first reported a position in YieldMax AMD Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's YieldMax AMD Option Income Strategy ETF position peaked at $19.6K in Q4 2025.
15 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.