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NorthRock Partners’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

NorthRock Partners’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
Q3 		– Sell
-13,000
Closed -$218K – 898
2025
Q2 		$218K Buy
13,000
+1,000
+8% +$15.5K 0.01% 622
2025
Q1 		$185K Buy
12,000
+500
+4% +$9.81K 0.01% 577
2024
Q4 		$269K Hold
11,500
– – 0.01% 505
2024
Q3 		$276K Buy
11,500
+1,873
+19% +$47.1K 0.01% 523
2024
Q2 		$282K Buy
9,627
+727
+8% +$20K 0.01% 495
2024
Q1 		$262K Buy
+8,900
New +$234K 0.01% 516

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NorthRock Partners's NVDY Position: Q3 2025 in Review

NorthRock Partners sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q3 2025, closing a stake of 13,000 shares — an estimated $218K sold.

NorthRock Partners first reported a position in NVDY in Q1 2024 and held it in 6 quarters. The position peaked at $282K in Q2 2024. 82 funds tracked by Wall St. Rank hold NVDY as of Q3 2025.

  • NorthRock Partners reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • NorthRock Partners sold 13,000 YieldMax NVDA Option Income Strategy ETF shares in Q3 2025, an estimated $218K.
  • NorthRock Partners first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2024 and held it in 6 quarters.
  • NorthRock Partners's YieldMax NVDA Option Income Strategy ETF position peaked at $282K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2025.

Based on NorthRock Partners's 13F filing for Q3 2025, filed 14 Nov 2025.