Straight Path Wealth Management
NVDY icon

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

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Sunbelt Securities
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BluePath Capital Management
BluePath Capital Management Atlanta, Georgia $192M AUM 26.04% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Capital CS Group
Capital CS Group Irvine, California $135M AUM 16.27% 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.