BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s T-Rex 2X Long NVIDIA Daily Target ETF NVDX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio NVDX Stock Details NVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Sell	21,600 -7,700	-26%	-$144K	0.05%	346
2026 Q1	$408K	Hold	29,300	–	–	0.06%	312
2025 Q4	$502K	Buy	29,300 +12,300	+72%	+$225K	0.07%	274
2025 Q3	$325K	Hold	17,000	–	–	0.05%	350
2025 Q2	$248K	Buy	17,000 +10,200	+150%	+$99.3K	0.04%	407
2025 Q1	$53K	Hold	6,800	–	–	0.01%	922
2024 Q4	$95.2K	Buy	6,800 +1,800	+36%	+$31.3K	0.02%	673
2024 Q3	$70.6K	Buy	+5,000	New	+$72.1K	0.01%	813

Other funds holding NVDX

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s NVDX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) stake by 26% in Q2 2026, selling an estimated $144K and leaving 21,600 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #346.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in NVDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $502K in Q4 2025. 24 funds tracked by Wall St. Rank hold NVDX as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 21,600 shares of T-Rex 2X Long NVIDIA Daily Target ETF worth $367K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 7,700 T-Rex 2X Long NVIDIA Daily Target ETF shares in Q2 2026, an estimated $144K.
T-Rex 2X Long NVIDIA Daily Target ETF made up 0.05% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #346 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in T-Rex 2X Long NVIDIA Daily Target ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s T-Rex 2X Long NVIDIA Daily Target ETF position peaked at $502K in Q4 2025.
24 funds tracked by Wall St. Rank held T-Rex 2X Long NVIDIA Daily Target ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.