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Swan Capital’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Swan Capital’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
-125
Closed -$1.66K – 556
2025
Q4 		$1.66K Hold
125
– – ﹤0.01% 351
2025
Q3 		$1.78K Buy
+125
New +$1.94K ﹤0.01% 332

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 $114M 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 $38.8B AUM 21.88% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

Swan Capital's AMZY Position: Q1 2026 in Review

Swan Capital sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q1 2026, closing a stake of 125 shares — an estimated $1.66K sold.

Swan Capital first reported a position in AMZY in Q3 2025 and held it in 2 quarters. The position peaked at $1.78K in Q3 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

  • Swan Capital reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Swan Capital sold 125 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $1.66K.
  • Swan Capital first reported a position in YieldMax AMZN Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Swan Capital's YieldMax AMZN Option Income Strategy ETF position peaked at $1.78K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

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