Independent Financial Group’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Independent Financial Group’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	–	Sell	-25,400	Closed	-$330K	–	1601
2026 Q1	$330K	Sell	25,400 -25,014	-50%	-$348K	0.01%	1111
2025 Q4	$737K	Sell	50,414 -60,551	-55%	-$932K	0.02%	737
2025 Q3	$1.86M	Buy	110,965 +41,578	+60%	+$702K	0.04%	405
2025 Q2	$1.16M	Sell	69,387 -7,674	-10%	-$119K	0.03%	501
2025 Q1	$1.19M	Sell	77,061 -128,166	-62%	-$2.52M	0.04%	436
2024 Q4	$4.79M	Buy	205,227 +193,361	+1,630%	+$4.82M	0.16%	120
2024 Q3	$284K	Sell	11,866 -1,275	-10%	-$32K	0.01%	901
2024 Q2	$385K	Buy	+13,141	New	+$361K	0.02%	714

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

Independent Financial Group's NVDY Position: Q2 2026 in Review

Independent Financial Group sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q2 2026, closing a stake of 25,400 shares — an estimated $330K sold.

Independent Financial Group first reported a position in NVDY in Q2 2024 and held it in 8 quarters. The position peaked at $4.79M in Q4 2024. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Independent Financial Group reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 25,400 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $330K.
Independent Financial Group first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and held it in 8 quarters.
Independent Financial Group's YieldMax NVDA Option Income Strategy ETF position peaked at $4.79M in Q4 2024.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.