Morningstar

YieldMax AMZN Option Income Strategy ETF AMZY

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis AMZY

Will AMZY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMZY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMZY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMZY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax AMZN Option Income Strategy ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AMZY

More AMZY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −1.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.38%

31.05 66M
Government

United States Treasury Bills 0%

25.77 55M
Government

United States Treasury Bills 0%

21.41 46M
Government

United States Treasury Bills 0%

14.48 31M
Government

AMZN US 11/20/26 C255

12.40 26M
—

United States Treasury Bills 0%

5.65 12M
Government

First American Government Obligs X

3.53 8M
Cash and Equivalents

AMZN US 10/02/26 C255

0.49 1M
—

OTHER ASSETS AND LIABILITIES

0.34 726,977
—

AMZN US 10/02/26 C257.5

0.25 541,662
—

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