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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
Q2 		$64.4K Buy
5,177
+3,441
+198% +$46.6K ﹤0.01% 484
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 $57.8B AUM 72.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LWP
LFG Wealth Partners Elizabethtown, Kentucky $213M AUM
Susquehanna International Group
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
SI
Stirlingshire Investments New York $135M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bogart Wealth LLC's NVDY Position: Q2 2026 in Review

Bogart Wealth LLC increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 198% in Q2 2026, buying an estimated $46.6K and bringing the position to 5,177 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Bogart Wealth LLC first reported a position in NVDY in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

  • Bogart Wealth LLC held 5,177 shares of YieldMax NVDA Option Income Strategy ETF worth $64.4K as of Q2 2026.
  • Bogart Wealth LLC bought 3,441 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $46.6K.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #484 holding.
  • Bogart Wealth LLC first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

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