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Garton & Associates Financial Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-1,230
Closed -$16.3K – 149
2025
Q4 		$16.3K Buy
+1,230
New +$17.1K 0.01% 703

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return

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

Garton & Associates Financial Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 1,230 shares — an estimated $16.3K sold.

Garton & Associates Financial Advisors first reported a position in AMZY in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 34 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,230 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $16.3K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $16.3K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

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