Cambridge Investment Research Advisors, Inc. AMDY — TIDAL TR II YIELDMAX AMD

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported TIDAL TR II YIELDMAX AMD (AMDY) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows AMDY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in TIDAL TR II YIELDMAX AMD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMDY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held AMDY — position size vs. price
% of Fund (quarterly)    AMDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,052 -18,085 -81.7% 0.00% $238 2026-07-30 $42.28
2025 Q3 REDUCED 5.6% +26.8% ❌ 22,137 -1,302 -5.6% 0.00% $171K 2025-11-12 $25.74
2025 Q2 ADDED — — — 23,439 +3,289 +16.3% 0.00% $191K 2025-07-31 $18.35
2025 Q1 ADDED — — — 20,150 +4,883 +32.0% 0.00% $160K 2025-04-22 $10.69
2024 Q4 ADDED — — — 15,267 +3,485 +29.6% 0.00% $154K 2025-02-14 $13.76
2024 Q3 ADDED — — — 11,782 +1,051 +9.8% 0.00% $174K 2024-10-28 $17.63
2024 Q2 ADDED — — — 10,731 +518 +5.1% 0.00% $184K 2024-07-26 $15.32
2024 Q1 INITIATED — — — 10,213 — — 0.00% $211K 2024-04-24 $16.31

FAQ About Cambridge Investment Research Advisors, Inc. and AMDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning AMDY?

Cambridge Investment Research Advisors, Inc. reported AMDY across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMDY position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AMDY was 0.00% in 2024 Q1.

What is the latest reported AMDY position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 4,052 shares, equal to 0.00% of portfolio, with an estimated market value of $238.

What does the chart on this AMDY ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly AMDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their AMDY position?

Based on 13F filing dates vs. subsequent AMDY price moves, Cambridge Investment Research Advisors, Inc. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AMDY relative to SPY over the holding period was +9.2%.

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