Rockefeller Capital Management’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Rockefeller Capital Management’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
2026 Q1	$62.5K	Hold	2,000	–	–	﹤0.01%	3149
2025 Q4	$76.1K	Buy	2,000 +500	+33%	+$21.8K	﹤0.01%	2856
2025 Q3	$57.9K	Buy	+1,500	New	+$61.7K	﹤0.01%	2834

Other funds holding AMDY

MCA

McGuire Capital Advisors Bethany, Oklahoma $156M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management's AMDY Position: Q1 2026 in Review

Rockefeller Capital Management held its YieldMax AMD Option Income Strategy ETF (AMDY) position steady in Q1 2026 at 2,000 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Rockefeller Capital Management first reported a position in AMDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold AMDY as of Q1 2026.

Rockefeller Capital Management held 2,000 shares of YieldMax AMD Option Income Strategy ETF worth $62.5K as of Q1 2026.
Rockefeller Capital Management left its YieldMax AMD Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax AMD Option Income Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3149 holding.
Rockefeller Capital Management first reported a position in YieldMax AMD Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Rockefeller Capital Management's YieldMax AMD Option Income Strategy ETF position peaked at $76.1K in Q4 2025.
15 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.