Capital CS Group
NVDY icon

Capital CS Group’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Capital CS Group’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
Q3 		$644K Buy
50,576
+2,113
+4% +$26.5K 0.48% 30
2026
Q2 		$603K Buy
48,463
+4,021
+9% +$54.5K 0.48% 34
2026
Q1 		$577K Buy
44,442
+1,685
+4% +$23.5K 1.19% 12
2025
Q4 		$625K Buy
42,757
+2,645
+7% +$40.7K 0.96% 17
2025
Q3 		$674K Buy
40,112
+1,371
+4% +$23.1K 1.06% 18
2025
Q2 		$650K Buy
38,741
+14,661
+61% +$227K 1.05% 16
2025
Q1 		$370K Sell
24,080
-11,240
-32% -$221K 0.6% 23
2024
Q4 		$825K Buy
35,320
+7,150
+25% +$178K 1.08% 13
2024
Q3 		$675K Sell
28,170
-2,908
-9% -$73.1K 0.8% 18
2024
Q2 		$911K Buy
+31,078
New +$854K 1.02% 9

Other funds holding NVDY

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
Stirlingshire Investments
Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Chung Wu Investment Group
Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital CS Group's NVDY Position: Q3 2026 in Review

Capital CS Group increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 4.4% in Q3 2026, buying an estimated $26.5K and bringing the position to 50,576 shares worth $644K. The position accounts for 0.48% of the portfolio, ranked #30.

Capital CS Group first reported a position in NVDY in Q2 2024 and has held it in 10 quarters since. The position peaked at $911K in Q2 2024. 43 funds tracked by Wall St. Rank hold NVDY as of Q3 2026.

  • Capital CS Group held 50,576 shares of YieldMax NVDA Option Income Strategy ETF worth $644K as of Q3 2026.
  • Capital CS Group bought 2,113 YieldMax NVDA Option Income Strategy ETF shares in Q3 2026, an estimated $26.5K.
  • YieldMax NVDA Option Income Strategy ETF made up 0.48% of Capital CS Group's portfolio in Q3 2026, its #30 holding.
  • Capital CS Group first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 10 quarters since.
  • Capital CS Group's YieldMax NVDA Option Income Strategy ETF position peaked at $911K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.