IFP Advisors, Inc AMZY — TIDAL TRUST II

Ownership history in IFP Advisors, Inc  ·  4 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported TIDAL TRUST II (AMZY) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows AMZY 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 AMZY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in TIDAL TRUST II, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 IFP Advisors, Inc held AMZY — position size vs. price
% of Fund (quarterly)    AMZY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,380 +350 +7.0% 0.00% $55K 2026-10-16 $10.07
2026 Q2 ADDED — — — 5,030 +430 +9.3% 0.00% $54K 2026-07-20 $9.90
2026 Q1 ADDED — — — 4,600 +600 +15.0% 0.00% $51K 2026-04-13 $9.68
2025 Q4 INITIATED — — — 4,000 — — 0.00% $53K 2026-02-06 $8.64

🏢 Other funds also holding AMZY

As of 2026 Q3 — sorted by position size

NFSG Corp 3Y 0.0%

FAQ About IFP Advisors, Inc and AMZY

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

How long has IFP Advisors, Inc reported owning AMZY?

IFP Advisors, Inc reported AMZY across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported AMZY position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for AMZY was 0.00% in 2025 Q4.

What is the latest reported AMZY position on this page?

The most recent filing on this page is 2026 Q3, when IFP Advisors, Inc reported 5,380 shares, equal to 0.00% of portfolio, with an estimated market value of $55K.

What does the chart on this AMZY ownership page compare?

The chart compares IFP Advisors, Inc's quarterly AMZY 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 IFP Advisors, Inc time their AMZY position?

Based on 13F filing dates vs. subsequent AMZY price moves, IFP Advisors, Inc correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AMZY relative to SPY over the holding period was +1803.8%.

← Back to IFP Advisors, Inc Holdings