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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
2025
Q4 		– Sell
-10,996
Closed -$185K – 629
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 $57.8B AUM 72.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM

Arete Wealth Advisors's NVDY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q4 2025, closing a stake of 10,996 shares — an estimated $185K sold.

Arete Wealth Advisors first reported a position in NVDY in Q4 2024 and held it in 3 quarters. The position peaked at $209K in Q4 2024. 90 funds tracked by Wall St. Rank hold NVDY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,996 YieldMax NVDA Option Income Strategy ETF shares in Q4 2025, an estimated $185K.
  • Arete Wealth Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $209K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.