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Plante Moran Financial Advisors’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Plante Moran Financial Advisors’s Portfolio AMDY Stock Details AMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-312
Closed -$32.3K – 790
2024
Q1 		$32.3K Buy
+312
New +$34.2K ﹤0.01% 422

Other funds holding AMDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's AMDY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q2 2024, closing a stake of 312 shares — an estimated $32.3K sold.

Plante Moran Financial Advisors first reported a position in AMDY in Q1 2024 and held it in 1 quarter. The position peaked at $32.3K in Q1 2024. 14 funds tracked by Wall St. Rank hold AMDY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 312 YieldMax AMD Option Income Strategy ETF shares in Q2 2024, an estimated $32.3K.
  • Plante Moran Financial Advisors first reported a position in YieldMax AMD Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax AMD Option Income Strategy ETF position peaked at $32.3K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.