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

MBL Wealth’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	-25,400	Closed	-$371K	–	346
2025 Q4	$371K	Sell	25,400 -21,000	-45%	-$323K	0.03%	214
2025 Q3	$780K	Hold	46,400	–	–	0.07%	126
2025 Q2	$778K	Buy	46,400 +18,000	+63%	+$279K	0.07%	117
2025 Q1	$437K	Buy	+28,400	New	+$557K	0.04%	145

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBL Wealth's NVDY Position: Q1 2026 in Review

MBL Wealth sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 25,400 shares — an estimated $371K sold.

MBL Wealth first reported a position in NVDY in Q1 2025 and held it in 4 quarters. The position peaked at $780K in Q3 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

MBL Wealth reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
MBL Wealth sold 25,400 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $371K.
MBL Wealth first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2025 and held it in 4 quarters.
MBL Wealth's YieldMax NVDA Option Income Strategy ETF position peaked at $780K in Q3 2025.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.