EPG Wealth Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,183
| Closed | -$110K | – | 389 |
|
|
2025
Q1 | $110K | Buy |
7,183
+1,390
| +24% | +$21.4K | 0.03% | 251 |
|
|
2024
Q4 | $135K | Buy |
5,793
+702
| +14% | +$16.4K | 0.04% | 249 |
|
|
2024
Q3 | $122K | Buy |
+5,091
| New | +$122K | 0.03% | 256 |
|
|
2024
Q2 | – | Sell |
-3,326
| Closed | -$97.8K | – | 269 |
|
|
2024
Q1 | $97.8K | Buy |
3,326
+278
| +9% | +$8.17K | 0.02% | 283 |
|
|
2023
Q4 | $78K | Buy |
3,048
+446
| +17% | +$11.4K | 0.02% | 275 |
|
|
2023
Q3 | $57K | Buy |
+2,602
| New | +$57K | 0.02% | 289 |
|