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

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

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. 38 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.
  • 38 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.