Wealth Enhancement Advisory Services
NVDY icon

Wealth Enhancement Advisory Services’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-27,768
Closed -$468K – 3668
2025
Q2 		$468K Buy
27,768
+4,916
+22% +$76.1K ﹤0.01% 2274
2025
Q1 		$351K Sell
22,852
-579
-2% -$11.4K ﹤0.01% 2323
2024
Q4 		$547K Buy
23,431
+5,883
+34% +$147K ﹤0.01% 1931
2024
Q3 		$420K Buy
+17,548
New +$441K ﹤0.01% 1941

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVDY Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of YieldMax NVDA Option Income Strategy ETF (NVDY) in Q3 2025, closing a stake of 27,768 shares — an estimated $468K sold.

Wealth Enhancement Advisory Services first reported a position in NVDY in Q3 2024 and held it in 4 quarters. The position peaked at $547K in Q4 2024. 82 funds tracked by Wall St. Rank hold NVDY as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining YieldMax NVDA Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 27,768 YieldMax NVDA Option Income Strategy ETF shares in Q3 2025, an estimated $468K.
  • Wealth Enhancement Advisory Services first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's YieldMax NVDA Option Income Strategy ETF position peaked at $547K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.