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Cary Street Partners Investment Advisory’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Cary Street Partners 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
2024
Q3 		– Sell
-7,335
Closed -$215K – 778
2024
Q2 		$215K Buy
+7,335
New +$202K 0.01% 694

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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's NVDY Position: Q3 2024 in Review

Cary Street Partners Investment Advisory sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q3 2024, closing a stake of 7,335 shares — an estimated $215K sold.

Cary Street Partners Investment Advisory first reported a position in NVDY in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 51 funds tracked by Wall St. Rank hold NVDY as of Q3 2024.

  • Cary Street Partners Investment Advisory reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 7,335 YieldMax NVDA Option Income Strategy ETF shares in Q3 2024, an estimated $215K.
  • Cary Street Partners Investment Advisory first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's YieldMax NVDA Option Income Strategy ETF position peaked at $215K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.