Larson Financial Group’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Larson Financial Group’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
2025 Q4	–	Sell	-2,000	Closed	-$28.5K	–	3468
2025 Q3	$28.5K	Hold	2,000	–	–	﹤0.01%	1444
2025 Q2	$32.5K	Hold	2,000	–	–	﹤0.01%	1258
2025 Q1	$32.1K	Hold	2,000	–	–	﹤0.01%	1188
2024 Q4	$37.6K	Hold	2,000	–	–	﹤0.01%	985
2024 Q3	$38.8K	Buy	+2,000	New	+$40K	﹤0.01%	982

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Stirlingshire Investments New York $135M AUM

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Larson Financial Group's AMZY Position: Q4 2025 in Review

Larson Financial Group sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q4 2025, closing a stake of 2,000 shares — an estimated $28.5K sold.

Larson Financial Group first reported a position in AMZY in Q3 2024 and held it in 5 quarters. The position peaked at $38.8K in Q3 2024. 40 funds tracked by Wall St. Rank hold AMZY as of Q4 2025.

Larson Financial Group reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 2,000 YieldMax AMZN Option Income Strategy ETF shares in Q4 2025, an estimated $28.5K.
Larson Financial Group first reported a position in YieldMax AMZN Option Income Strategy ETF in Q3 2024 and held it in 5 quarters.
Larson Financial Group's YieldMax AMZN Option Income Strategy ETF position peaked at $38.8K in Q3 2024.
40 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.