Gladstone Institutional Advisory’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Gladstone Institutional Advisory’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
2025 Q4	–	Sell	-2,000	Closed	-$77.2K	–	792
2025 Q3	$77.2K	Buy	+2,000	New	+$82.2K	﹤0.01%	776

Other funds holding AMDY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $156M AUM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WCM

Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Gladstone Institutional Advisory's AMDY Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q4 2025, closing a stake of 2,000 shares — an estimated $77.2K sold.

Gladstone Institutional Advisory first reported a position in AMDY in Q3 2025 and held it in 1 quarter. The position peaked at $77.2K in Q3 2025. 19 funds tracked by Wall St. Rank hold AMDY as of Q4 2025.

Gladstone Institutional Advisory reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,000 YieldMax AMD Option Income Strategy ETF shares in Q4 2025, an estimated $77.2K.
Gladstone Institutional Advisory first reported a position in YieldMax AMD Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
Gladstone Institutional Advisory's YieldMax AMD Option Income Strategy ETF position peaked at $77.2K in Q3 2025.
19 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.