Avidian Wealth Enterprises’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Avidian Wealth Enterprises’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	$5.78M	Buy	464,773 +95,821	+26%	+$1.3M	0.16%	96
2026 Q1	$4.79M	Buy	368,952 +106,882	+41%	+$1.49M	0.15%	98
2025 Q4	$3.83M	Sell	262,070 -50,630	-16%	-$779K	0.14%	94
2025 Q3	$5.25M	Buy	312,700 +103,200	+49%	+$1.74M	0.2%	77
2025 Q2	$3.51M	Buy	209,500 +1,500	+0.7%	+$23.2K	0.14%	91
2025 Q1	$3.2M	Buy	208,000 +137,200	+194%	+$2.69M	0.14%	90
2024 Q4	$1.65M	Hold	70,800	–	–	0.07%	142
2024 Q3	$1.7M	Buy	70,800 +49,800	+237%	+$1.25M	0.08%	138
2024 Q2	$616K	Buy	+21,000	New	+$577K	0.03%	252

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avidian Wealth Enterprises's NVDY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 26% in Q2 2026, buying an estimated $1.3M and bringing the position to 464,773 shares worth $5.78M. The position accounts for 0.16% of the portfolio, ranked #96.

Avidian Wealth Enterprises first reported a position in NVDY in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Avidian Wealth Enterprises held 464,773 shares of YieldMax NVDA Option Income Strategy ETF worth $5.78M as of Q2 2026.
Avidian Wealth Enterprises bought 95,821 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $1.3M.
YieldMax NVDA Option Income Strategy ETF made up 0.16% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #96 holding.
Avidian Wealth Enterprises first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.