Global Retirement Partners’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Global Retirement Partners’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 Q2	$9.99K	Buy	+803	New	+$10.9K	﹤0.01%	3401
2025 Q4	$2.97K	Hold	203	–	–	﹤0.01%	3601
2025 Q3	$3.41K	Hold	203	–	–	﹤0.01%	3122
2025 Q2	$3.4K	Buy	+203	New	+$3.14K	﹤0.01%	3044

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's NVDY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in YieldMax NVDA Option Income Strategy ETF (NVDY) in Q2 2026: 803 shares worth $9.99K. The stake represents ﹤0.01% of the portfolio and ranks #3401 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NVDY as recently as Q4 2025.

Global Retirement Partners first reported a position in NVDY in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Global Retirement Partners held 803 shares of YieldMax NVDA Option Income Strategy ETF worth $9.99K as of Q2 2026.
YieldMax NVDA Option Income Strategy ETF was a new Global Retirement Partners position in Q2 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3401 holding.
Global Retirement Partners first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.