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Keebeck Wealth Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Keebeck Wealth 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
2025
Q1 		– Sell
-9,915
Closed -$232K – 291
2024
Q4 		$232K Hold
9,915
– – 0.03% 251
2024
Q3 		$238K Buy
+9,915
New +$249K 0.03% 232

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return

Keebeck Wealth Management's NVDY Position: Q1 2025 in Review

Keebeck Wealth Management sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2025, closing a stake of 9,915 shares — an estimated $232K sold.

Keebeck Wealth Management first reported a position in NVDY in Q3 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 64 funds tracked by Wall St. Rank hold NVDY as of Q1 2025.

  • Keebeck Wealth Management reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 9,915 YieldMax NVDA Option Income Strategy ETF shares in Q1 2025, an estimated $232K.
  • Keebeck Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Keebeck Wealth Management's YieldMax NVDA Option Income Strategy ETF position peaked at $238K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.