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Straight Path Wealth Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Straight Path Wealth Management’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
2024
Q3 		– Sell
-7,755
Closed -$227K – 103
2024
Q2 		$227K Buy
7,755
+162
+2% +$4.45K 0.12% 83
2024
Q1 		$223K Buy
+7,593
New +$200K 0.13% 81

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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

Straight Path Wealth Management's NVDY Position: Q3 2024 in Review

Straight Path Wealth Management sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q3 2024, closing a stake of 7,755 shares — an estimated $227K sold.

Straight Path Wealth Management first reported a position in NVDY in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 51 funds tracked by Wall St. Rank hold NVDY as of Q3 2024.

  • Straight Path Wealth Management reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 7,755 YieldMax NVDA Option Income Strategy ETF shares in Q3 2024, an estimated $227K.
  • Straight Path Wealth Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2024 and held it in 2 quarters.
  • Straight Path Wealth Management's YieldMax NVDA Option Income Strategy ETF position peaked at $227K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2024.

Based on Straight Path Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.