Yieldmax Amazn Option IncomeAMZYETF

13F holders, Q1 2024 (March 31)
11holders
$23.44avg. 13F price*

At the end of Q1 2024, 11 institutions reported holding Yieldmax Amazn Option Income (AMZY) in their 13F filings. The largest holders were Tidal Investments LLC ($9.1M), Zega Financial, LLC ($235K) and EPG Wealth Management LLC ($70K).

Company
Yieldmax Amazn Option Income
Filed as
TIDAL TR II (Q1 2024)
CUSIP
88634T840
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 11Q1 2024Q2 2024: 14Q2 2024Q3 2024: 14Q3 2024Q4 2024: 26Q4 2024Q1 2025: 24Q1 2025Q2 2025: 22Q2 2025Q3 2025: 33Q3 2025Q4 2025: 39Q4 2025Q1 2026: 34Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$9.2M
Exits2$374K

Ownership 11 holders

Tidal Investments LLC 0.16% New 388,603 $9.1M
Zega Financial, LLC 0.10% Reduce -23.5% 9,990 $235K
EPG Wealth Management LLC 0.02% Add +2.9% 2,983 $70K
Plante Moran Financial Advisors, LLC 0.00% New 514 $12K
National Bank of Canada 0.00% New 100 $2K
DHJJ Financial Advisors, Ltd. 0.00% New 90 $2K
Cutler Group LLC / CA 0.00% New 100 $2K
Royal Bank of Canada 0.00% No change 70 $2K
CoreCap Advisors, LLC 0.00% New 13 $302
Morgan Stanley 0.00% No change 10 $235
Vima LLC 0.00% New 1,000 $17

"% of holder's portfolio" is AMZY's weight in each manager's 13F, not the share of Yieldmax Amazn Option Income the manager owns.