Kestra Private Wealth Services’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,702
Closed -$104K 1729
2025
Q3
$104K Buy
2,702
+509
+23% +$20.9K ﹤0.01% 1604
2025
Q2
$89.1K Buy
2,193
+53
+2% +$1.96K ﹤0.01% 1556
2025
Q1
$85K Buy
+2,140
New +$94.7K ﹤0.01% 1458

Other funds holding AMDY

Kestra Private Wealth Services's AMDY Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q4 2025, closing a stake of 2,702 shares — an estimated $104K sold.

Kestra Private Wealth Services first reported a position in AMDY in Q1 2025 and held it in 3 quarters. The position peaked at $104K in Q3 2025. 19 funds tracked by Wall St. Rank hold AMDY as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,702 YieldMax AMD Option Income Strategy ETF shares in Q4 2025, an estimated $104K.
  • Kestra Private Wealth Services first reported a position in YieldMax AMD Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's YieldMax AMD Option Income Strategy ETF position peaked at $104K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.