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Pin Oak Investment Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-45
Closed -$1K – 446
2025
Q1 		$1K Hold
45
– – ﹤0.01% 423
2024
Q4 		$1K Hold
45
– – ﹤0.01% 445
2024
Q3 		$0 Hold
45
– – ﹤0.01% 468
2024
Q2 		$1K Buy
+45
New +$1.02K ﹤0.01% 441

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Pin Oak Investment Advisors's AMZY Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q2 2025, closing a stake of 45 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in AMZY in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 22 funds tracked by Wall St. Rank hold AMZY as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 45 YieldMax AMZN Option Income Strategy ETF shares in Q2 2025, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Pin Oak Investment Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $1K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.