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Apella Capital’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Apella Capital’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 		– Sell
-96,579
Closed -$1.35M – 728
2026
Q1 		$1.35M Buy
+96,579
New +$1.34M 0.02% 317

Other funds holding NVDY

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital's NVDY Position: Q2 2026 in Review

Apella Capital sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q2 2026, closing a stake of 96,579 shares — an estimated $1.35M sold.

Apella Capital first reported a position in NVDY in Q1 2026 and held it in 1 quarter. The position peaked at $1.35M in Q1 2026. 14 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

  • Apella Capital reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Apella Capital sold 96,579 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $1.35M.
  • Apella Capital first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Apella Capital's YieldMax NVDA Option Income Strategy ETF position peaked at $1.35M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.