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

Principal 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
Q1 		– Sell
-10,232
Closed -$149K – 1458
2025
Q4 		$149K Buy
10,232
+819
+9% +$12.6K ﹤0.01% 1331
2025
Q3 		$158K Sell
9,413
-1,031
-10% -$17.4K ﹤0.01% 1395
2025
Q2 		$175K Buy
10,444
+8,793
+533% +$136K ﹤0.01% 1285
2025
Q1 		$38.6K Hold
1,651
– – ﹤0.01% 1869
2024
Q4 		$38.6K Buy
+1,651
New +$41.2K ﹤0.01% 1865

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

Principal Securities's NVDY Position: Q1 2026 in Review

Principal Securities sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026, closing a stake of 10,232 shares — an estimated $149K sold.

Principal Securities first reported a position in NVDY in Q4 2024 and held it in 5 quarters. The position peaked at $175K in Q2 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Principal Securities reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 10,232 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $149K.
  • Principal Securities first reported a position in YieldMax NVDA Option Income Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Principal Securities's YieldMax NVDA Option Income Strategy ETF position peaked at $175K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.