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Advisory Services Network’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-926
Closed -$20.9K – 2908
2023
Q4 		$20.9K Buy
+926
New +$20.1K ﹤0.01% 2501

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Advisory Services Network's NVDY Position: Q1 2024 in Review

Advisory Services Network sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2024, closing a stake of 926 shares — an estimated $20.9K sold.

Advisory Services Network first reported a position in NVDY in Q4 2023 and held it in 1 quarter. The position peaked at $20.9K in Q4 2023. 25 funds tracked by Wall St. Rank hold NVDY as of Q1 2024.

  • Advisory Services Network reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 926 YieldMax NVDA Option Income Strategy ETF shares in Q1 2024, an estimated $20.9K.
  • Advisory Services Network first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's YieldMax NVDA Option Income Strategy ETF position peaked at $20.9K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.