IFP Advisors’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

IFP 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	$11.4K	Hold	875	–	–	﹤0.01%	3093
2025 Q4	$12.8K	Hold	875	–	–	﹤0.01%	2943
2025 Q3	$14.7K	Buy	875 +145	+20%	+$2.45K	﹤0.01%	2723
2025 Q2	$12.2K	Buy	730 +600	+462%	+$9.29K	﹤0.01%	2807
2025 Q1	$2K	Buy	+130	New	+$2.55K	﹤0.01%	3147
2024 Q4	–	Sell	-850	Closed	-$20.4K	–	4642
2024 Q3	$20.4K	Buy	+850	New	+$21.4K	﹤0.01%	2138
2023 Q4	–	Sell	-100	Closed	-$2.19K	–	3236
2023 Q3	$2.19K	Buy	+100	New	+$2.28K	﹤0.01%	2809

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCMH

Polymer Capital Management (HK) Hong Kong $1.16B AUM 135.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's NVDY Position: Q1 2026 in Review

IFP Advisors held its YieldMax NVDA Option Income Strategy ETF (NVDY) position steady in Q1 2026 at 875 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

IFP Advisors first reported a position in NVDY in Q3 2023 and has held it in 7 quarters since. The position peaked at $20.4K in Q3 2024. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

IFP Advisors held 875 shares of YieldMax NVDA Option Income Strategy ETF worth $11.4K as of Q1 2026.
IFP Advisors left its YieldMax NVDA Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3093 holding.
IFP Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2023 and has held it in 7 quarters since.
IFP Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $20.4K in Q3 2024.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.