Morgan Stanley’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Morgan Stanley’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	$1.18K	Buy	110 +40	+57%	+$472	﹤0.01%	7488
2026 Q1	$771	Buy	+70	New	+$841	﹤0.01%	7498
2025 Q4	–	Sell	-844	Closed	-$12K	–	8207
2025 Q3	$12K	Hold	844	–	–	﹤0.01%	6850
2025 Q2	$13.7K	Hold	844	–	–	﹤0.01%	6772
2025 Q1	$13.5K	Hold	844	–	–	﹤0.01%	6711
2024 Q4	$15.9K	Hold	844	–	–	﹤0.01%	6643
2024 Q3	$16.4K	Sell	844 -681	-45%	-$13.6K	﹤0.01%	6563
2024 Q2	$33.7K	Buy	1,525 +1,515	+15,150%	+$34.5K	﹤0.01%	6297
2024 Q1	$235	Hold	10	–	–	﹤0.01%	7299
2023 Q4	$214	Buy	+10	New	+$205	﹤0.01%	7294

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Stirlingshire Investments New York $135M AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

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

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

VWA

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

CCG

Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return

Morgan Stanley's AMZY Position: Q2 2026 in Review

Morgan Stanley increased its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 57% in Q2 2026, buying an estimated $472 and bringing the position to 110 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #7488.

Morgan Stanley first reported a position in AMZY in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7K in Q2 2024. 40 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

Morgan Stanley held 110 shares of YieldMax AMZN Option Income Strategy ETF worth $1.18K as of Q2 2026.
Morgan Stanley bought 40 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $472.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7488 holding.
Morgan Stanley first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's YieldMax AMZN Option Income Strategy ETF position peaked at $33.7K in Q2 2024.
40 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.