Visionary Wealth Advisors’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Visionary Wealth Advisors’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 Q2	$576K	Sell	46,308 -1,501	-3%	-$20.3K	0.02%	400
2026 Q1	$621K	Buy	47,809 +4,435	+10%	+$61.7K	0.03%	355
2025 Q4	$634K	Buy	43,374 +5,853	+16%	+$90.1K	0.03%	341
2025 Q3	$630K	Buy	37,521 +2,908	+8%	+$49.1K	0.03%	347
2025 Q2	$580K	Buy	34,613 +5,955	+21%	+$92.2K	0.03%	333
2025 Q1	$441K	Buy	28,658 +6,218	+28%	+$122K	0.03%	367
2024 Q4	$524K	Buy	22,440 +1,828	+9%	+$45.6K	0.03%	345
2024 Q3	$494K	Buy	20,612 +5,618	+37%	+$141K	0.03%	346
2024 Q2	$439K	Buy	+14,994	New	+$412K	0.03%	349

Other funds holding NVDY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Visionary Wealth Advisors's NVDY Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 3.1% in Q2 2026, selling an estimated $20.3K and leaving 46,308 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #400.

Visionary Wealth Advisors first reported a position in NVDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $634K in Q4 2025. 85 funds tracked by Wall St. Rank hold NVDY as of Q2 2026.

Visionary Wealth Advisors held 46,308 shares of YieldMax NVDA Option Income Strategy ETF worth $576K as of Q2 2026.
Visionary Wealth Advisors sold 1,501 YieldMax NVDA Option Income Strategy ETF shares in Q2 2026, an estimated $20.3K.
YieldMax NVDA Option Income Strategy ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #400 holding.
Visionary Wealth Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Visionary Wealth Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $634K in Q4 2025.
85 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.