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

ORG Wealth 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
Q4 		– Sell
-602
Closed -$10.1K – 638
2025
Q3 		$10.1K Buy
602
+83
+16% +$1.4K ﹤0.01% 470
2025
Q2 		$8.57K Buy
519
+1
+0.2% +$15 ﹤0.01% 506
2025
Q1 		$8.1K Buy
+518
New +$10.2K ﹤0.01% 557

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
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM

ORG Wealth Partners's NVDY Position: Q4 2025 in Review

ORG Wealth Partners sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q4 2025, closing a stake of 602 shares — an estimated $10.1K sold.

ORG Wealth Partners first reported a position in NVDY in Q1 2025 and held it in 3 quarters. The position peaked at $10.1K in Q3 2025. 91 funds tracked by Wall St. Rank hold NVDY as of Q4 2025.

  • ORG Wealth Partners reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 602 YieldMax NVDA Option Income Strategy ETF shares in Q4 2025, an estimated $10.1K.
  • ORG Wealth Partners first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's YieldMax NVDA Option Income Strategy ETF position peaked at $10.1K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.