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Scotia Capital’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Scotia Capital’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
2023
Q4 		– Sell
-93,571
Closed -$2.05M – 821
2023
Q3 		$2.05M Buy
+93,571
New +$2.14M 0.01% 337

Other funds holding NVDY

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Scotia Capital's NVDY Position: Q4 2023 in Review

Scotia Capital sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q4 2023, closing a stake of 93,571 shares — an estimated $2.05M sold.

Scotia Capital first reported a position in NVDY in Q3 2023 and held it in 1 quarter. The position peaked at $2.05M in Q3 2023. 18 funds tracked by Wall St. Rank hold NVDY as of Q4 2023.

  • Scotia Capital reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Scotia Capital sold 93,571 YieldMax NVDA Option Income Strategy ETF shares in Q4 2023, an estimated $2.05M.
  • Scotia Capital first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Scotia Capital's YieldMax NVDA Option Income Strategy ETF position peaked at $2.05M in Q3 2023.
  • 18 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q4 2023.

Based on Scotia Capital's 13F filing for Q4 2023, filed 12 Feb 2024.