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Coppell Advisory Solutions’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-2,501
Closed -$59.4K – 1345
2024
Q4 		$59.4K Buy
2,501
+295
+13% +$7.36K 0.01% 535
2024
Q3 		$52.8K Buy
2,206
+850
+63% +$21.4K 0.01% 541
2024
Q2 		$39.7K Buy
+1,356
New +$37.3K 0.01% 557
2023
Q4 		$6.97K Buy
+309
New +$6.71K ﹤0.01% 1030
2023
Q3 		– Sell
-283
Closed -$6.46K – 1438
2023
Q2 		$6.46K Buy
+283
New +$6.38K ﹤0.01% 795

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

Coppell Advisory Solutions's NVDY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2025, closing a stake of 2,501 shares — an estimated $59.4K sold.

Coppell Advisory Solutions first reported a position in NVDY in Q2 2023 and held it in 5 quarters. The position peaked at $59.4K in Q4 2024. 64 funds tracked by Wall St. Rank hold NVDY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,501 YieldMax NVDA Option Income Strategy ETF shares in Q1 2025, an estimated $59.4K.
  • Coppell Advisory Solutions first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's YieldMax NVDA Option Income Strategy ETF position peaked at $59.4K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.