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Principal Securities’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Principal Securities’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
-10,621
Closed -$141K – 1413
2025
Q4 		$141K Buy
10,621
+833
+9% +$11.6K ﹤0.01% 1334
2025
Q3 		$139K Buy
9,788
+1,027
+12% +$16K ﹤0.01% 1446
2025
Q2 		$142K Buy
8,761
+8,552
+4,092% +$134K ﹤0.01% 1382
2025
Q1 		$3.93K Hold
209
– – ﹤0.01% 2856
2024
Q4 		$3.93K Buy
+209
New +$4.09K ﹤0.01% 2853

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $48.6M AUM 11.64% 1-Year Est. Return

Principal Securities's AMZY Position: Q1 2026 in Review

Principal Securities sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 10,621 shares — an estimated $141K sold.

Principal Securities first reported a position in AMZY in Q4 2024 and held it in 5 quarters. The position peaked at $142K in Q2 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Principal Securities reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 10,621 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $141K.
  • Principal Securities first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Principal Securities's YieldMax AMZN Option Income Strategy ETF position peaked at $142K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.