Blue Bell Private Wealth Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Blue Bell Private Wealth Management’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	$208	Hold	16	–	–	﹤0.01%	713
2025 Q4	$234	Hold	16	–	–	﹤0.01%	714
2025 Q3	$269	Sell	16 -20	-56%	-$338	﹤0.01%	719
2025 Q2	$604	Sell	36 -30	-45%	-$465	﹤0.01%	699
2025 Q1	$1.01K	Buy	66 +20	+43%	+$392	﹤0.01%	667
2024 Q4	$1.07K	Buy	+46	New	+$1.15K	﹤0.01%	618

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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

Blue Bell Private Wealth Management's NVDY Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its YieldMax NVDA Option Income Strategy ETF (NVDY) position steady in Q1 2026 at 16 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Blue Bell Private Wealth Management first reported a position in NVDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07K in Q4 2024. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Blue Bell Private Wealth Management held 16 shares of YieldMax NVDA Option Income Strategy ETF worth $208 as of Q1 2026.
Blue Bell Private Wealth Management left its YieldMax NVDA Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #713 holding.
Blue Bell Private Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Blue Bell Private Wealth Management's YieldMax NVDA Option Income Strategy ETF position peaked at $1.07K in Q4 2024.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.