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

Summit Securities Group’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
2025
Q4 		– Sell
-600
Closed -$10.1K – 1176
2025
Q3 		$10.1K Sell
600
-5,700
-90% -$96.2K ﹤0.01% 873
2025
Q2 		$106K Buy
+6,300
New +$97.6K 0.02% 357

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
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 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
SI
Stirlingshire Investments New York $114M AUM

Summit Securities Group's NVDY Position: Q4 2025 in Review

Summit Securities Group sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q4 2025, closing a stake of 600 shares — an estimated $10.1K sold.

Summit Securities Group first reported a position in NVDY in Q2 2025 and held it in 2 quarters. The position peaked at $106K in Q2 2025. 91 funds tracked by Wall St. Rank hold NVDY as of Q4 2025.

  • Summit Securities Group reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 600 YieldMax NVDA Option Income Strategy ETF shares in Q4 2025, an estimated $10.1K.
  • Summit Securities Group first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's YieldMax NVDA Option Income Strategy ETF position peaked at $106K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.