Westend Capital Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Westend Capital Management’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	$622K	Buy	47,888 +9,152	+24%	+$127K	0.19%	28
2025 Q4	$566K	Sell	38,736 -1,046	-3%	-$16.1K	0.16%	30
2025 Q3	$668K	Buy	39,782 +477	+1%	+$8.05K	0.19%	26
2025 Q2	$659K	Buy	39,305 +800	+2%	+$12.4K	0.2%	29
2025 Q1	$592K	Buy	38,505 +5,921	+18%	+$116K	0.23%	28
2024 Q4	$761K	Buy	32,584 +18,512	+132%	+$462K	0.23%	29
2024 Q3	$337K	Buy	+14,072	New	+$354K	0.12%	37

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

Westend Capital Management's NVDY Position: Q1 2026 in Review

Westend Capital Management increased its YieldMax NVDA Option Income Strategy ETF (NVDY) stake by 24% in Q1 2026, buying an estimated $127K and bringing the position to 47,888 shares worth $622K. The position accounts for 0.19% of the portfolio, ranked #28.

Westend Capital Management first reported a position in NVDY in Q3 2024 and has held it in 7 quarters since. The position peaked at $761K in Q4 2024. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

Westend Capital Management held 47,888 shares of YieldMax NVDA Option Income Strategy ETF worth $622K as of Q1 2026.
Westend Capital Management bought 9,152 YieldMax NVDA Option Income Strategy ETF shares in Q1 2026, an estimated $127K.
YieldMax NVDA Option Income Strategy ETF made up 0.19% of Westend Capital Management's portfolio in Q1 2026, its #28 holding.
Westend Capital Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Westend Capital Management's YieldMax NVDA Option Income Strategy ETF position peaked at $761K in Q4 2024.
81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.