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Cavalier Investments’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Cavalier Investments’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 		$547K Buy
43,969
+11,150
+34% +$151K 0.02% 66
2026
Q1 		$426K Buy
32,819
+5,901
+22% +$82.1K 0.01% 107
2025
Q4 		$393K Buy
26,918
+4,794
+22% +$73.8K 0.02% 83
2025
Q3 		$372K Buy
22,124
+6,389
+41% +$108K 0.03% 93
2025
Q2 		$264K Sell
15,735
-11,556
-42% -$179K 0.08% 70
2025
Q1 		$420K Buy
27,291
+14,686
+117% +$288K 0.14% 74
2024
Q4 		$294K Buy
+12,605
New +$314K 0.1% 72

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

Cavalier Investments's NVDY Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 34% in Q2 2026, buying an estimated $151K and bringing the position to 43,969 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #66.

Cavalier Investments first reported a position in NVDY in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

  • Cavalier Investments held 43,969 shares of YieldMax NVDA Option Income Strategy ETF worth $547K as of Q2 2026.
  • Cavalier Investments bought 11,150 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $151K.
  • YieldMax NVDA Option Income Strategy ETF made up 0.02% of Cavalier Investments's portfolio in Q2 2026, its #66 holding.
  • Cavalier Investments first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.