YieldMax AMZN Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
YieldMax AMZN Option Income Strategy ETF AMZY
Morningstar’s Analysis AMZY
Will AMZY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings −12.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 31.33 | 79M | Government |
United States Treasury Bills 0% | 30.00 | 76M | Government |
United States Treasury Bills 0% | 29.33 | 74M | Government |
United States Treasury Bills 0% | 10.23 | 26M | Government |
United States Treasury Bills 0% | 6.82 | 17M | Government |
AMZN US 07/17/26 C275 | 6.73 | 17M | — |
First American Government Obligs X | 4.39 | 11M | Cash and Equivalents |
Cash Offset | 0.51 | 1M | — |
AMZN US 06/12/26 C265 | 0.37 | 947,855 | — |
AMZN US 06/12/26 C262.5 | 0.18 | 460,485 | — |
United States