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

AE 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
Q1 		$13K Sell
1,004
-7,320
-88% -$102K ﹤0.01% 2220
2025
Q4 		$122K Buy
8,324
+7,029
+543% +$108K ﹤0.01% 1643
2025
Q3 		$21.8K Sell
1,295
-24
-2% -$405 ﹤0.01% 1882
2025
Q2 		$22.1K Buy
1,319
+388
+42% +$6.01K ﹤0.01% 1747
2025
Q1 		$14.3K Buy
931
+17
+2% +$334 ﹤0.01% 1803
2024
Q4 		$21.3K Buy
+914
New +$22.8K ﹤0.01% 1723
2024
Q1 		– Sell
-14,471
Closed -$354K – 1712
2023
Q4 		$354K Buy
+14,471
New +$314K ﹤0.01% 1621

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.16B AUM 135.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's NVDY Position: Q1 2026 in Review

AE Wealth Management reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 88% in Q1 2026, selling an estimated $102K and leaving 1,004 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

AE Wealth Management first reported a position in NVDY in Q4 2023 and has held it in 7 quarters since. The position peaked at $354K in Q4 2023. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • AE Wealth Management held 1,004 shares of YieldMax NVDA Option Income Strategy ETF worth $13K as of Q1 2026.
  • AE Wealth Management sold 7,320 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $102K.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2220 holding.
  • AE Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's YieldMax NVDA Option Income Strategy ETF position peaked at $354K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.