Straight Path Wealth Management
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Straight Path Wealth Management’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Straight Path Wealth 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
2024
Q3 		– Sell
-2,369
Closed -$203K – 99
2024
Q2 		$203K Buy
2,369
+207
+10% +$18K 0.1% 88
2024
Q1 		$224K Buy
+2,162
New +$237K 0.13% 80

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Pin Oak Investment Advisors
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

Straight Path Wealth Management's AMDY Position: Q3 2024 in Review

Straight Path Wealth Management sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q3 2024, closing a stake of 2,369 shares — an estimated $203K sold.

Straight Path Wealth Management first reported a position in AMDY in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2024. 11 funds tracked by Wall St. Rank hold AMDY as of Q3 2024.

  • Straight Path Wealth Management reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 2,369 YieldMax AMD Option Income Strategy ETF shares in Q3 2024, an estimated $203K.
  • Straight Path Wealth Management first reported a position in YieldMax AMD Option Income Strategy ETF in Q1 2024 and held it in 2 quarters.
  • Straight Path Wealth Management's YieldMax AMD Option Income Strategy ETF position peaked at $224K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q3 2024.

Based on Straight Path Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.