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Investment Partners Asset Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Investment Partners Asset Management’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
-11,591
Closed -$169K – 169
2025
Q4 		$169K Sell
11,591
-300
-3% -$4.62K 0.11% 156
2025
Q3 		$200K Sell
11,891
-200
-2% -$3.38K 0.13% 153
2025
Q2 		$203K Sell
12,091
-900
-7% -$13.9K 0.14% 150
2025
Q1 		$200K Buy
+12,991
New +$255K 0.16% 140

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Partners Asset Management's NVDY Position: Q1 2026 in Review

Investment Partners Asset Management sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 11,591 shares — an estimated $169K sold.

Investment Partners Asset Management first reported a position in NVDY in Q1 2025 and held it in 4 quarters. The position peaked at $203K in Q2 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Investment Partners Asset Management reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Investment Partners Asset Management sold 11,591 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $169K.
  • Investment Partners Asset Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2025 and held it in 4 quarters.
  • Investment Partners Asset Management's YieldMax NVDA Option Income Strategy ETF position peaked at $203K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.