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Steward Partners Investment Advisory’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$29.5K Hold
2,762
– – ﹤0.01% 3235
2026
Q1 		$30.4K Buy
2,762
+602
+28% +$7.23K ﹤0.01% 3034
2025
Q4 		$28.7K Buy
2,160
+576
+36% +$8.01K ﹤0.01% 2970
2025
Q3 		$22.5K Buy
1,584
+314
+25% +$4.88K ﹤0.01% 3037
2025
Q2 		$20.6K Buy
+1,270
New +$19.8K ﹤0.01% 2913

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 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 $127M AUM 20.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Steward Partners Investment Advisory's AMZY Position: Q2 2026 in Review

Steward Partners Investment Advisory held its YieldMax AMZN Option Income Strategy ETF (AMZY) position steady in Q2 2026 at 2,762 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Steward Partners Investment Advisory first reported a position in AMZY in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.4K in Q1 2026. 31 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

  • Steward Partners Investment Advisory held 2,762 shares of YieldMax AMZN Option Income Strategy ETF worth $29.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its YieldMax AMZN Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3235 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax AMZN Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's YieldMax AMZN Option Income Strategy ETF position peaked at $30.4K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.