LPL Financial
NVDY icon

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

LPL Financial’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
Q3 		$295K Buy
23,146
+3,142
+16% +$39.4K ﹤0.01% 5541
2026
Q2 		$249K Buy
+20,004
New +$271K ﹤0.01% 5595

Other funds holding NVDY

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
Stirlingshire Investments
Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Chung Wu Investment Group
Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return
Capital CS Group
Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

LPL Financial's NVDY Position: Q3 2026 in Review

LPL Financial increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 16% in Q3 2026, buying an estimated $39.4K and bringing the position to 23,146 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #5541.

LPL Financial first reported a position in NVDY in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold NVDY as of Q3 2026.

  • LPL Financial held 23,146 shares of YieldMax NVDA Option Income Strategy ETF worth $295K as of Q3 2026.
  • LPL Financial bought 3,142 YieldMax NVDA Option Income Strategy ETF shares in Q3 2026, an estimated $39.4K.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5541 holding.
  • LPL Financial first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.