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Pin Oak Investment Advisors’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Pin Oak Investment Advisors’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
-90
Closed -$1K – 513
2025
Q2 		$1K Buy
90
+75
+500% +$1.16K ﹤0.01% 432
2025
Q1 		$1K Hold
15
– – ﹤0.01% 433
2024
Q4 		$0 Hold
15
– – ﹤0.01% 484
2024
Q3 		$0 Buy
+15
New +$377 ﹤0.01% 490

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 $3.62B AUM 24.81% 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

Pin Oak Investment Advisors's NVDY Position: Q3 2025 in Review

Pin Oak Investment Advisors sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q3 2025, closing a stake of 90 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in NVDY in Q3 2024 and held it in 4 quarters. The position peaked at $1K in Q2 2025. 82 funds tracked by Wall St. Rank hold NVDY as of Q3 2025.

  • Pin Oak Investment Advisors reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 90 YieldMax NVDA Option Income Strategy ETF shares in Q3 2025, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2024 and held it in 4 quarters.
  • Pin Oak Investment Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $1K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.