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Garton & Associates Financial Advisors’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,140
Closed -$16.7K – 504
2025
Q4 		$16.7K Buy
+1,140
New +$17.5K 0.01% 696

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.98B AUM 210.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garton & Associates Financial Advisors's NVDY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 1,140 shares — an estimated $16.7K sold.

Garton & Associates Financial Advisors first reported a position in NVDY in Q4 2025 and held it in 1 quarter. The position peaked at $16.7K in Q4 2025. 82 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,140 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $16.7K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $16.7K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.