NBC Securities’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

NBC Securities’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	$3.53K	Sell	277 -300	-52%	-$3.76K	﹤0.01%	2175
2026 Q2	$7.18K	Sell	577 -491	-46%	-$6.65K	﹤0.01%	1988
2026 Q1	$13.9K	Buy	+1,068	New	+$14.9K	﹤0.01%	1828
2025 Q4	–	Sell	-1,029	Closed	-$17.3K	–	2885
2025 Q3	$17.3K	Hold	1,029	–	–	﹤0.01%	1820
2025 Q2	$17K	Buy	1,029 +681	+196%	+$10.5K	﹤0.01%	1777
2025 Q1	$5K	Buy	+348	New	+$6.83K	﹤0.01%	1873
2024 Q4	–	Sell	-246	Closed	-$5K	–	1803
2024 Q3	$5K	Buy	246 +45	+22%	+$1.13K	﹤0.01%	1891
2024 Q2	$5K	Buy	+201	New	+$5.52K	﹤0.01%	1856

Other funds holding NVDY

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

NBC Securities's NVDY Position: Q3 2026 in Review

NBC Securities reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 52% in Q3 2026, selling an estimated $3.76K and leaving 277 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

NBC Securities first reported a position in NVDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.3K in Q3 2025. 45 funds tracked by Wall St. Rank hold NVDY as of Q3 2026.

NBC Securities held 277 shares of YieldMax NVDA Option Income Strategy ETF worth $3.53K as of Q3 2026.
NBC Securities sold 300 YieldMax NVDA Option Income Strategy ETF shares in Q3 2026, an estimated $3.76K.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #2175 holding.
NBC Securities first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
NBC Securities's YieldMax NVDA Option Income Strategy ETF position peaked at $17.3K in Q3 2025.
45 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.