ZF
AMZY icon

Zega Financial’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Zega Financial’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
2024
Q2 		– Sell
-9,990
Closed -$235K – 113
2024
Q1 		$235K Sell
9,990
-3,065
-23% -$67.8K 0.08% 92
2023
Q4 		$279K Buy
+13,055
New +$268K 0.09% 79

Other funds holding AMZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zega Financial's AMZY Position: Q2 2024 in Review

Zega Financial sold out of YieldMax AMZN Option Income Strategy ETF (AMZY) in Q2 2024, closing a stake of 9,990 shares — an estimated $235K sold.

Zega Financial first reported a position in AMZY in Q4 2023 and held it in 2 quarters. The position peaked at $279K in Q4 2023. 14 funds tracked by Wall St. Rank hold AMZY as of Q2 2024.

  • Zega Financial reported no remaining YieldMax AMZN Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Zega Financial sold 9,990 YieldMax AMZN Option Income Strategy ETF shares in Q2 2024, an estimated $235K.
  • Zega Financial first reported a position in YieldMax AMZN Option Income Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's YieldMax AMZN Option Income Strategy ETF position peaked at $279K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.