Spire Wealth Management’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Spire Wealth Management’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 Q3	$4.78K	Hold	466	–	–	﹤0.01%	1822
2026 Q2	$4.98K	Buy	466 +300	+181%	+$3.54K	﹤0.01%	1828
2026 Q1	$1.83K	Buy	+166	New	+$1.99K	﹤0.01%	2054

Other funds holding AMZY

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Spire Wealth Management's AMZY Position: Q3 2026 in Review

Spire Wealth Management held its YieldMax AMZN Option Income Strategy ETF (AMZY) position steady in Q3 2026 at 466 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Spire Wealth Management first reported a position in AMZY in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.98K in Q2 2026. 8 funds tracked by Wall St. Rank hold AMZY as of Q3 2026.

Spire Wealth Management held 466 shares of YieldMax AMZN Option Income Strategy ETF worth $4.78K as of Q3 2026.
Spire Wealth Management left its YieldMax AMZN Option Income Strategy ETF share count unchanged in Q3 2026.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1822 holding.
Spire Wealth Management first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Spire Wealth Management's YieldMax AMZN Option Income Strategy ETF position peaked at $4.98K in Q2 2026.
8 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.