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Prospera Financial Services’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Prospera Financial Services’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
Q2 		$150K Sell
12,087
-300
-2% -$4.06K ﹤0.01% 1420
2026
Q1 		$161K Buy
12,387
+87
+0.7% +$1.21K ﹤0.01% 1366
2025
Q4 		$180K Sell
12,300
-1,629
-12% -$25.1K ﹤0.01% 1308
2025
Q3 		$234K Sell
13,929
-43
-0.3% -$726 ﹤0.01% 1235
2025
Q2 		$234K Buy
+13,972
New +$216K ﹤0.01% 1209

Other funds holding NVDY

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM

Prospera Financial Services's NVDY Position: Q2 2026 in Review

Prospera Financial Services reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 2.4% in Q2 2026, selling an estimated $4.06K and leaving 12,087 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Prospera Financial Services first reported a position in NVDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $234K in Q2 2025. 14 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

  • Prospera Financial Services held 12,087 shares of YieldMax NVDA Option Income Strategy ETF worth $150K as of Q2 2026.
  • Prospera Financial Services sold 300 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $4.06K.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1420 holding.
  • Prospera Financial Services first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Prospera Financial Services's YieldMax NVDA Option Income Strategy ETF position peaked at $234K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.