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 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 $47.4B AUM 59.58% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avidian Wealth Enterprises's NVDY Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 41% in Q1 2026, buying an estimated $1.49M and bringing the position to 368,952 shares worth $4.79M. The position accounts for 0.15% of the portfolio, ranked #98.

Avidian Wealth Enterprises first reported a position in NVDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.25M in Q3 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Avidian Wealth Enterprises held 368,952 shares of YieldMax NVDA Option Income Strategy ETF worth $4.79M as of Q1 2026.
Avidian Wealth Enterprises bought 106,882 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $1.49M.
YieldMax NVDA Option Income Strategy ETF made up 0.15% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #98 holding.
Avidian Wealth Enterprises first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's YieldMax NVDA Option Income Strategy ETF position peaked at $5.25M in Q3 2025.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.