Focus Partners Wealth
NVDY icon

Focus Partners Wealth’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Focus Partners Wealth’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
Q2 		– Sell
-16,000
Closed -$246K – 2104
2025
Q1 		$246K Buy
+16,000
New +$314K ﹤0.01% 1668

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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Focus Partners Wealth's NVDY Position: Q2 2025 in Review

Focus Partners Wealth sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q2 2025, closing a stake of 16,000 shares — an estimated $246K sold.

Focus Partners Wealth first reported a position in NVDY in Q1 2025 and held it in 1 quarter. The position peaked at $246K in Q1 2025. 74 funds tracked by Wall St. Rank hold NVDY as of Q2 2025.

  • Focus Partners Wealth reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 16,000 YieldMax NVDA Option Income Strategy ETF shares in Q2 2025, an estimated $246K.
  • Focus Partners Wealth first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Focus Partners Wealth's YieldMax NVDA Option Income Strategy ETF position peaked at $246K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.