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

JFS Wealth 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 Q2	$622	Hold	50	–	–	﹤0.01%	1912
2026 Q1	$649	Hold	50	–	–	﹤0.01%	1742
2025 Q4	$731	Hold	50	–	–	﹤0.01%	1753
2025 Q3	$840	Hold	50	–	–	﹤0.01%	1662
2025 Q2	$839	Hold	50	–	–	﹤0.01%	1612
2025 Q1	$769	Hold	50	–	–	﹤0.01%	1698
2024 Q4	$1.17K	Hold	50	–	–	﹤0.01%	1644
2024 Q3	$1.2K	Hold	50	–	–	﹤0.01%	1656
2024 Q2	$1.47K	Buy	+50	New	+$1.37K	﹤0.01%	1551

Other funds holding NVDY

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JFS Wealth Advisors's NVDY Position: Q2 2026 in Review

JFS Wealth Advisors held its YieldMax NVDA Option Income Strategy ETF (NVDY) position steady in Q2 2026 at 50 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

JFS Wealth Advisors first reported a position in NVDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47K in Q2 2024. 14 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

JFS Wealth Advisors held 50 shares of YieldMax NVDA Option Income Strategy ETF worth $622 as of Q2 2026.
JFS Wealth Advisors left its YieldMax NVDA Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1912 holding.
JFS Wealth Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 9 quarters since.
JFS Wealth Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $1.47K in Q2 2024.
14 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.