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Innovative Advisory Group, LLC’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-285
Closed -$3.78K – 43
2025
Q4 		$3.78K Buy
+285
New +$3.96K ﹤0.01% 174

Other funds holding AMZY

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
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
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

Innovative Advisory Group, LLC's AMZY Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 285 shares — an estimated $3.78K sold.

Innovative Advisory Group, LLC first reported a position in AMZY in Q4 2025 and held it in 1 quarter. The position peaked at $3.78K in Q4 2025. 34 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 285 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $3.78K.
  • Innovative Advisory Group, LLC first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's YieldMax AMZN Option Income Strategy ETF position peaked at $3.78K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.