Commonwealth Equity Services’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Commonwealth Equity Services’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	$446K	Buy	34,394 +9,792	+40%	+$136K	﹤0.01%	3308
2025 Q4	$359K	Buy	+24,602	New	+$379K	﹤0.01%	3500

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

Commonwealth Equity Services's NVDY Position: Q1 2026 in Review

Commonwealth Equity Services increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 40% in Q1 2026, buying an estimated $136K and bringing the position to 34,394 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Commonwealth Equity Services first reported a position in NVDY in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Commonwealth Equity Services held 34,394 shares of YieldMax NVDA Option Income Strategy ETF worth $446K as of Q1 2026.
Commonwealth Equity Services bought 9,792 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $136K.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3308 holding.
Commonwealth Equity Services first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.