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 Q3	$55.2K	Buy	5,380 +350	+7%	+$3.76K	﹤0.01%	2336
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

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

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

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

IFP Advisors's AMZY Position: Q3 2026 in Review

IFP Advisors increased its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 7% in Q3 2026, buying an estimated $3.76K and bringing the position to 5,380 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

IFP Advisors first reported a position in AMZY in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold AMZY as of Q3 2026.

IFP Advisors held 5,380 shares of YieldMax AMZN Option Income Strategy ETF worth $55.2K as of Q3 2026.
IFP Advisors bought 350 YieldMax AMZN Option Income Strategy ETF shares in Q3 2026, an estimated $3.76K.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2336 holding.
IFP Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.