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

Newbridge Financial Services 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
2026
Q2 		$12.8K Sell
1,200
-400
-25% -$4.72K ﹤0.01% 811
2026
Q1 		$17.6K Buy
+1,600
New +$19.2K ﹤0.01% 669

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
Cetera Investment Advisers
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
ZI
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
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

Newbridge Financial Services Group's AMZY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 25% in Q2 2026, selling an estimated $4.72K and leaving 1,200 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Newbridge Financial Services Group first reported a position in AMZY in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.6K in Q1 2026. 40 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

  • Newbridge Financial Services Group held 1,200 shares of YieldMax AMZN Option Income Strategy ETF worth $12.8K as of Q2 2026.
  • Newbridge Financial Services Group sold 400 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $4.72K.
  • YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #811 holding.
  • Newbridge Financial Services Group first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's YieldMax AMZN Option Income Strategy ETF position peaked at $17.6K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.