Vision Financial Markets’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Vision Financial Markets’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	$3.89K	Buy	+300	New	+$4.17K	﹤0.01%	296
2025 Q2	–	Sell	-1,700	Closed	-$21.7K	–	448
2025 Q1	$21.7K	Buy	+1,700	New	+$33.4K	0.02%	163

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

Vision Financial Markets's NVDY Position: Q1 2026 in Review

Vision Financial Markets opened a new position in YieldMax NVDA Option Income Strategy ETF (NVDY) in Q1 2026: 300 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Vision Financial Markets previously reported a position in NVDY as recently as Q1 2025.

Vision Financial Markets first reported a position in NVDY in Q1 2025 and has held it in 2 quarters since. The position peaked at $21.7K in Q1 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Vision Financial Markets held 300 shares of YieldMax NVDA Option Income Strategy ETF worth $3.89K as of Q1 2026.
YieldMax NVDA Option Income Strategy ETF was a new Vision Financial Markets position in Q1 2026.
YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q1 2026, its #296 holding.
Vision Financial Markets first reported a position in YieldMax NVDA Option Income Strategy ETF in Q1 2025 and has held it in 2 quarters since.
Vision Financial Markets's YieldMax NVDA Option Income Strategy ETF position peaked at $21.7K in Q1 2025.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.