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Bogart Wealth LLC’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Bogart Wealth LLC’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 		$22.5K Buy
1,736
+858
+98% +$11.9K ﹤0.01% 688
2025
Q4 		$12.8K Buy
+878
New +$13.5K ﹤0.01% 805

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

Bogart Wealth LLC's NVDY Position: Q1 2026 in Review

Bogart Wealth LLC increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 98% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,736 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Bogart Wealth LLC first reported a position in NVDY in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Bogart Wealth LLC held 1,736 shares of YieldMax NVDA Option Income Strategy ETF worth $22.5K as of Q1 2026.
  • Bogart Wealth LLC bought 858 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $11.9K.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #688 holding.
  • Bogart Wealth LLC first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.