Integrated Wealth Concepts’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Integrated Wealth Concepts’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	$1.39K	Buy	+112	New	+$1.52K	﹤0.01%	5458

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

Integrated Wealth Concepts's NVDY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in YieldMax NVDA Option Income Strategy ETF (NVDY) in Q2 2026: 112 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #5458 among its holdings.

85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Integrated Wealth Concepts held 112 shares of YieldMax NVDA Option Income Strategy ETF worth $1.39K as of Q2 2026.
YieldMax NVDA Option Income Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5458 holding.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.