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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
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 $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

Cavalier Investments's NVDY Position: Q1 2026 in Review

Cavalier Investments increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 22% in Q1 2026, buying an estimated $82.1K and bringing the position to 32,819 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #107.

Cavalier Investments first reported a position in NVDY in Q4 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Cavalier Investments held 32,819 shares of YieldMax NVDA Option Income Strategy ETF worth $426K as of Q1 2026.
  • Cavalier Investments bought 5,901 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $82.1K.
  • YieldMax NVDA Option Income Strategy ETF made up 0.01% of Cavalier Investments's portfolio in Q1 2026, its #107 holding.
  • Cavalier Investments first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 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 Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.