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Cape Investment Advisory’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Cape Investment Advisory’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 		– Sell
-140
Closed -$2.04K – 868
2025
Q4 		$2.04K Buy
+140
New +$2.15K ﹤0.01% 1100

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

Cape Investment Advisory's NVDY Position: Q1 2026 in Review

Cape Investment Advisory sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 140 shares — an estimated $2.04K sold.

Cape Investment Advisory first reported a position in NVDY in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Cape Investment Advisory reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 140 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $2.04K.
  • Cape Investment Advisory first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's YieldMax NVDA Option Income Strategy ETF position peaked at $2.04K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.