Adams Wealth Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Adams Wealth Management’s Portfolio NVDY Stock Details NVDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Buy	35,613 +21,052	+145%	+$285K	0.08%	111
2026 Q1	$189K	Buy	14,561 +1,156	+9%	+$16.1K	0.04%	144
2025 Q4	$196K	Buy	+13,405	New	+$206K	0.04%	172

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Adams Wealth Management's NVDY Position: Q2 2026 in Review

Adams Wealth Management increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 145% in Q2 2026, buying an estimated $285K and bringing the position to 35,613 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #111.

Adams Wealth Management first reported a position in NVDY in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Adams Wealth Management held 35,613 shares of YieldMax NVDA Option Income Strategy ETF worth $443K as of Q2 2026.
Adams Wealth Management bought 21,052 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $285K.
YieldMax NVDA Option Income Strategy ETF made up 0.08% of Adams Wealth Management's portfolio in Q2 2026, its #111 holding.
Adams Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.