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 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 $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

Visionary Wealth Advisors's NVDY Position: Q1 2026 in Review

Visionary Wealth Advisors increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 10% in Q1 2026, buying an estimated $61.7K and bringing the position to 47,809 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #355.

Visionary Wealth Advisors first reported a position in NVDY in Q2 2024 and has held it in 8 quarters since. The position peaked at $634K in Q4 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Visionary Wealth Advisors held 47,809 shares of YieldMax NVDA Option Income Strategy ETF worth $621K as of Q1 2026.
Visionary Wealth Advisors bought 4,435 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $61.7K.
YieldMax NVDA Option Income Strategy ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #355 holding.
Visionary Wealth Advisors first reported a position in YieldMax NVDA Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's YieldMax NVDA Option Income Strategy ETF position peaked at $634K in Q4 2025.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.