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Arete Wealth Advisors’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Arete Wealth Advisors’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 		– Sell
-13,845
Closed -$202K – 601
2025
Q4 		$202K Buy
13,845
+2,849
+26% +$43.9K 0.01% 726
2025
Q3 		$185K Buy
10,996
+451
+4% +$7.61K 0.01% 734
2025
Q2 		$177K Buy
+10,545
New +$163K 0.01% 694
2025
Q1 		– Sell
-8,961
Closed -$209K – 778
2024
Q4 		$209K Buy
+8,961
New +$223K 0.02% 688

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

Arete Wealth Advisors's NVDY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 13,845 shares — an estimated $202K sold.

Arete Wealth Advisors first reported a position in NVDY in Q4 2024 and held it in 4 quarters. The position peaked at $209K in Q4 2024. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,845 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $202K.
  • Arete Wealth Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $209K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.