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Plante Moran Financial Advisors’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-514
Closed -$12.1K – 791
2024
Q1 		$12.1K Buy
+514
New +$11.4K ﹤0.01% 578

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q2 2024, closing a stake of 514 shares — an estimated $12.1K sold.

Plante Moran Financial Advisors first reported a position in AMZY in Q1 2024 and held it in 1 quarter. The position peaked at $12.1K in Q1 2024. 14 funds tracked by Wall St. Rank hold AMZY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 514 YieldMax AMZN Option Income Strategy ETF shares in Q2 2024, an estimated $12.1K.
  • Plante Moran Financial Advisors first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax AMZN Option Income Strategy ETF position peaked at $12.1K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2024.

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