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IFP Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

IFP 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
Q2 		$53.7K Buy
5,030
+430
+9% +$5.08K ﹤0.01% 2358
2026
Q1 		$50.7K Buy
4,600
+600
+15% +$7.21K ﹤0.01% 2233
2025
Q4 		$53.1K Buy
+4,000
New +$55.6K ﹤0.01% 2164

Other funds holding AMZY

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
VFM
Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

IFP Advisors's AMZY Position: Q2 2026 in Review

IFP Advisors increased its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 9.3% in Q2 2026, buying an estimated $5.08K and bringing the position to 5,030 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

IFP Advisors first reported a position in AMZY in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

  • IFP Advisors held 5,030 shares of YieldMax AMZN Option Income Strategy ETF worth $53.7K as of Q2 2026.
  • IFP Advisors bought 430 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $5.08K.
  • YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2358 holding.
  • IFP Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.