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 Q2	$6.57K	Sell	528 -476	-47%	-$6.45K	﹤0.01%	2443
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

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

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

AE Wealth Management reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 47% in Q2 2026, selling an estimated $6.45K and leaving 528 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

AE Wealth Management first reported a position in NVDY in Q4 2023 and has held it in 8 quarters since. The position peaked at $354K in Q4 2023. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

AE Wealth Management held 528 shares of YieldMax NVDA Option Income Strategy ETF worth $6.57K as of Q2 2026.
AE Wealth Management sold 476 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $6.45K.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2443 holding.
AE Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's YieldMax NVDA Option Income Strategy ETF position peaked at $354K in Q4 2023.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.