Carson Wealth (CWM LLC)’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Carson Wealth (CWM 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	$2.66K	Buy	+205	New	+$2.85K	﹤0.01%	5209
2025 Q4	–	Sell	-101	Closed	-$2K	–	5549
2025 Q3	$2K	Hold	101	–	–	﹤0.01%	5027
2025 Q2	$2K	Buy	+101	New	+$1.56K	﹤0.01%	4907
2024 Q4	–	Sell	-46	Closed	-$1K	–	5077
2024 Q3	$1K	Hold	46	–	–	﹤0.01%	4653
2024 Q2	$1K	Buy	46 +41	+820%	+$1.13K	﹤0.01%	4438
2024 Q1	$0	Buy	+5	New	+$132	﹤0.01%	4606

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

Carson Wealth (CWM LLC)'s NVDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026: 205 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #5209 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in NVDY as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in NVDY in Q1 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Carson Wealth (CWM LLC) held 205 shares of YieldMax NVDA Option Income Strategy ETF worth $2.66K as of Q1 2026.
YieldMax NVDA Option Income Strategy ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5209 holding.
Carson Wealth (CWM LLC) first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2024 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.