ZF
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Zega Financial’s YieldMax AMD Option Income Strategy ETF AMDY Stock Holding History

Zega Financial’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
Q1 		– Sell
-2,735
Closed -$320K – 106
2023
Q4 		$320K Buy
+2,735
New +$283K 0.1% 70

Other funds holding AMDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Zega Financial's AMDY Position: Q1 2024 in Review

Zega Financial sold out of YieldMax AMD Option Income Strategy ETF (AMDY) in Q1 2024, closing a stake of 2,735 shares — an estimated $320K sold.

Zega Financial first reported a position in AMDY in Q4 2023 and held it in 1 quarter. The position peaked at $320K in Q4 2023. 11 funds tracked by Wall St. Rank hold AMDY as of Q1 2024.

  • Zega Financial reported no remaining YieldMax AMD Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Zega Financial sold 2,735 YieldMax AMD Option Income Strategy ETF shares in Q1 2024, an estimated $320K.
  • Zega Financial first reported a position in YieldMax AMD Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Zega Financial's YieldMax AMD Option Income Strategy ETF position peaked at $320K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held YieldMax AMD Option Income Strategy ETF as of Q1 2024.

Based on Zega Financial's 13F filing for Q1 2024, filed 9 May 2024.