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

Sunbelt Securities’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 Q1	$3.21M	Buy	247,000 +4,538	+2%	+$63.2K	0.2%	89
2025 Q4	$3.54M	Buy	242,462 +10,851	+5%	+$167K	0.24%	81
2025 Q3	$3.89M	Sell	231,611 -21,763	-9%	-$367K	0.27%	74
2025 Q2	$5.92M	Buy	253,374 +22,535	+10%	+$349K	0.52%	39
2025 Q1	$3.55M	Sell	230,839 -22,535	-9%	-$442K	0.32%	55
2024 Q4	$6.02M	Buy	253,374 +75,630	+43%	+$1.89M	0.53%	39
2024 Q3	$4.26M	Buy	177,744 +50,734	+40%	+$1.28M	0.42%	58
2024 Q2	$3.72M	Buy	+127,010	New	+$3.49M	0.38%	60

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCMH

Polymer Capital Management (HK) Hong Kong $1.16B AUM 135.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sunbelt Securities's NVDY Position: Q1 2026 in Review

Sunbelt Securities increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 1.9% in Q1 2026, buying an estimated $63.2K and bringing the position to 247,000 shares worth $3.21M. The position accounts for 0.2% of the portfolio, ranked #89.

Sunbelt Securities first reported a position in NVDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.02M in Q4 2024. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Sunbelt Securities held 247,000 shares of YieldMax NVDA Option Income Strategy ETF worth $3.21M as of Q1 2026.
Sunbelt Securities bought 4,538 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $63.2K.
YieldMax NVDA Option Income Strategy ETF made up 0.2% of Sunbelt Securities's portfolio in Q1 2026, its #89 holding.
Sunbelt Securities first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's YieldMax NVDA Option Income Strategy ETF position peaked at $6.02M in Q4 2024.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.