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PFG Investments’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

PFG Investments’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 		$470K Sell
36,245
-2,227
-6% -$31K 0.02% 632
2025
Q4 		$562K Buy
+38,472
New +$592K 0.03% 532

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
UBS Group
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments's NVDY Position: Q1 2026 in Review

PFG Investments reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 5.8% in Q1 2026, selling an estimated $31K and leaving 36,245 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #632.

PFG Investments first reported a position in NVDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $562K in Q4 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • PFG Investments held 36,245 shares of YieldMax NVDA Option Income Strategy ETF worth $470K as of Q1 2026.
  • PFG Investments sold 2,227 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $31K.
  • YieldMax NVDA Option Income Strategy ETF made up 0.02% of PFG Investments's portfolio in Q1 2026, its #632 holding.
  • PFG Investments first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • PFG Investments's YieldMax NVDA Option Income Strategy ETF position peaked at $562K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.