Nicholas Crypto Income ETF

  Consolidated Schedule of Investments

  July 31, 2026 (Unaudited)

COMMON STOCKS - 23.1%  Shares   Value 
Financial Services - 19.7%          
BitMine Immersion Technologies, Inc.(a)   134,779   $2,328,981 
Cipher Digital, Inc.(a)(b)   71    1,585 
Circle Internet Group, Inc. - Class A(a)(b)   44,743    2,801,359 
Coinbase Global, Inc. - Class A(a)(b)   49,170    7,191,604 
Galaxy Digital, Inc. - Class A(a)(b)   88    1,849 
Hut 8 Corp.(a)(b)   217,594    23,419,642 
IREN Ltd.(a)(b)   51    1,877 
MARA Holdings, Inc.(a)(b)   413,963    4,686,061 
Riot Platforms, Inc.(b)   36    726 
Robinhood Markets, Inc. - Class A(a)(b)   76,521    6,623,658 
Terawulf, Inc.(a)(b)   516,195    9,116,004 
         56,173,346 
           
Software & Tech Services - 2.4%          
Bullish(a)(b)   159,378    3,472,847 
CoreWeave, Inc. - Class A(a)(b)   30,184    2,166,306 
Strategy, Inc. - Class A(a)(b)   13,084    1,220,475 
         6,859,628 
           
Tech Hardware & Semiconductors - 0.0%(c)          
NVIDIA Corp.(a)   53    10,640 
Taiwan Semiconductor Manufacturing Co. Ltd., ADR(a)   49    19,808 
         30,448 
           
Telecommunications - 1.0%          
Keel Infrastructure Corp.(b)   685,800    2,722,626 
           
TOTAL COMMON STOCKS (Cost $51,066,344)        65,786,048 
           
EXCHANGE TRADED FUNDS - 34.9%   Shares    Value 
Fidelity Wise Origin Bitcoin Fund(b)(d)   323,767    17,713,292 
iShares Ethereum Trust ETF(b)(d)   1,296,781    18,245,709 
Nicholas Bitcoin and Treasuries AfterDark ETF(b)   1,104,102    23,068,445 
Nicholas Bitcoin Tail ETF(b)   834,574    20,225,901 
VanEck Bitcoin ETF(b)(d)   1,130,863    20,106,744 
         99,360,091 
           
TOTAL EXCHANGE TRADED FUNDS (Cost $118,143,251)        99,360,091 

 

 

 

 

PURCHASED OPTIONS - 8.0%(b)(e)(f)(g)  Notional Amount   Contracts   Value 
Call Options - 6.2%               
Cipher Digital, Inc., Expiration: 8/14/2026; Exercise Price: $19.00  $23,476,176    10,518    4,627,920 
Fidelity Wise Origin Bitcoin Fund, Expiration: 8/7/2026;
Exercise Price: $56.50
  $60,328,717    11,027   $248,107 
Galaxy Digital, Inc., Expiration: 8/14/2026; Exercise Price: $19.00   15,421,340    7,340    2,194,660 
IREN Ltd., Expiration: 8/14/2026; Exercise Price: $31.00   15,540,640    4,223    2,977,215 
iShares Ethereum Trust ETF, Expiration: 8/7/2026; Exercise Price: $15.50   4,432,050    3,150    12,600 
iShares Ethereum Trust ETF, Expiration: 8/14/2026; Exercise Price: $15.50   13,812,519    9,817    107,987 
NVIDIA Corp., Expiration: 8/14/2026; Exercise Price: $190.00   17,364,875    865    1,139,637 
Riot Platforms, Inc., Expiration: 8/14/2026; Exercise Price: $20.50   21,043,361    10,433    1,695,363 
Robinhood Markets, Inc., Expiration: 8/21/2026; Exercise Price: $30.00   4,501,120    520    2,970,500 
Taiwan Semiconductor Manufacturing Co. Ltd., Expiration: 8/14/2026;
Exercise Price: $385.00
   23,972,025    593    1,614,443 
              17,588,432 
                
Put Options - 1.8%               
BitMine Immersion Technologies, Inc., Expiration: 8/7/2026;
Exercise Price: $16.50
   2,327,616    1,347    58,594 
Bullish, Expiration: 8/7/2026; Exercise Price: $20.00   3,471,147    1,593    35,843 
Cipher Digital, Inc., Expiration: 8/7/2026; Exercise Price: $18.00   23,476,176    10,518    462,792 
Circle Internet Group, Inc., Expiration: 8/7/2026; Exercise Price: $56.00   2,798,667    447    65,262 
Coinbase Global, Inc., Expiration: 8/7/2026; Exercise Price: $137.00   7,181,366    491    113,912 
CoreWeave, Inc., Expiration: 8/7/2026; Exercise Price: $70.00   2,160,277    301    95,568 
Galaxy Digital, Inc., Expiration: 8/7/2026; Exercise Price: $22.00   15,385,623    7,323    1,504,876 
Galaxy Digital, Inc., Expiration: 8/7/2026; Exercise Price: $18.50   35,717    17    969 
Hut 8 Corp., Expiration: 8/7/2026; Exercise Price: $92.00   23,409,525    2,175    553,537 
IREN Ltd., Expiration: 8/7/2026; Exercise Price: $31.50   15,540,640    4,223    230,154 
MARA Holdings, Inc., Expiration: 8/7/2026; Exercise Price: $11.50   4,674,028    4,129    326,191 
MARA Holdings, Inc., Expiration: 8/7/2026; Exercise Price: $10.00   11,320    10    205 
NVIDIA Corp., Expiration: 8/7/2026; Exercise Price: $187.50   17,364,875    865    60,117 
Riot Platforms, Inc., Expiration: 8/7/2026; Exercise Price: $18.50   21,043,361    10,433    641,630 
Robinhood Markets, Inc., Expiration: 8/7/2026; Exercise Price: $84.00   11,122,960    1,285    264,067 
Strategy, Inc., Expiration: 8/7/2026; Exercise Price: $89.00   1,212,640    130    25,675 
Taiwan Semiconductor Manufacturing Co. Ltd., Expiration: 8/7/2026;
Exercise Price: $392.50
   23,972,025    593    349,870 
Terawulf, Inc., Expiration: 8/7/2026; Exercise Price: $15.50   9,114,326    5,161    214,182 
              5,003,444 
                
TOTAL PURCHASED OPTIONS (Cost $20,570,974)             22,591,876 

 

 

 

 

SHORT-TERM INVESTMENTS - 16.5%        
Money Market Funds - 16.5%  Shares   Value 
First American Government Obligations Fund - Class X, 3.58%(h)   47,088,332   $47,088,332 
           
TOTAL SHORT-TERM INVESTMENTS (Cost $47,088,332)        47,088,332 
           
TOTAL INVESTMENTS - 82.5% (Cost $236,868,901)       $234,826,347 
Other Assets in Excess of Liabilities - 17.5%        49,894,156 
TOTAL NET ASSETS - 100.0%       $284,720,503 

     

Percentages are stated as a percent of net assets.

 

(a) All or a portion of this security has been pledged as collateral for written options contracts. The fair value of securities committed as collateral as of July 31, 2026 is $63,062,696.
(b) Non-income producing security.
(c) Does not round to 0.1% or (0.1)%, as applicable.
(d) All or a portion of the investment is a holding of the Nicholas Crypto Income Cayman Subsidiary.
(e) Exchange-traded.
(f) 100 shares per contract.
(g) Held in connection with written option contracts. See Schedule of Written Options Contracts for further information.
(h) The rate shown represents the 7-day annualized effective yield as of July 31, 2026.

 

 

 

           

  Nicholas Crypto Income ETF

  Consolidated Schedule of Written Options Contracts

  July 31, 2026 (Unaudited)

 

WRITTEN OPTIONS - (5.3)%(a)(b)  Notional Amount   Contracts   Value 
Call Options - (0.5)%               
Fidelity Wise Origin Bitcoin Fund, Expiration: 8/7/2026; Exercise Price: $55.00  $(60,328,717)   (11,027)  $(964,862)
iShares Ethereum Trust ETF, Expiration: 8/7/2026; Exercise Price: $14.50   (4,432,050)   (3,150)   (59,850)
iShares Ethereum Trust ETF, Expiration: 8/14/2026; Exercise Price: $14.50   (13,812,519)   (9,817)   (348,504)
              (1,373,216)
                
Put Options - (4.8)%               
BitMine Immersion Technologies, Inc., Expiration: 8/7/2026;
Exercise Price: $18.00
   (2,327,616)   (1,347)   (162,314)
Bullish, Expiration: 8/7/2026; Exercise Price: $21.50   (3,471,147)   (1,593)   (82,836)
Cipher Digital, Inc., Expiration: 8/7/2026; Exercise Price: $19.50   (23,476,176)   (10,518)   (820,404)
Cipher Digital, Inc., Expiration: 8/14/2026; Exercise Price: $19.01   (23,476,176)   (10,518)   (1,081,987)
Circle Internet Group, Inc., Expiration: 8/7/2026; Exercise Price: $60.00   (2,798,667)   (447)   (128,065)
Coinbase Global, Inc., Expiration: 8/7/2026; Exercise Price: $143.00   (7,181,366)   (491)   (208,675)
CoreWeave, Inc., Expiration: 8/7/2026; Exercise Price: $75.00   (2,160,277)   (301)   (176,085)
Galaxy Digital, Inc., Expiration: 8/7/2026; Exercise Price: $23.50   (15,385,623)   (7,323)   (2,303,084)
Galaxy Digital, Inc., Expiration: 8/7/2026; Exercise Price: $20.00   (35,717)   (17)   (1,726)
Galaxy Digital, Inc., Expiration: 8/14/2026; Exercise Price: $19.01   (15,421,340)   (7,340)   (710,952)
Hut 8 Corp., Expiration: 8/7/2026; Exercise Price: $96.00   (23,409,525)   (2,175)   (742,763)
IREN Ltd., Expiration: 8/7/2026; Exercise Price: $33.00   (15,540,640)   (4,223)   (418,077)
IREN Ltd., Expiration: 8/14/2026; Exercise Price: $31.01   (15,540,640)   (4,223)   (501,143)
MARA Holdings, Inc., Expiration: 8/7/2026; Exercise Price: $13.00   (4,674,028)   (4,129)   (670,962)
MARA Holdings, Inc., Expiration: 8/7/2026; Exercise Price: $11.00   (11,320)   (10)   (545)
NVIDIA Corp., Expiration: 8/7/2026; Exercise Price: $195.00   (17,364,875)   (865)   (176,893)
NVIDIA Corp., Expiration: 8/14/2026; Exercise Price: $190.01   (17,364,875)   (865)   (181,901)
Riot Platforms, Inc., Expiration: 8/7/2026; Exercise Price: $19.50   (21,043,361)   (10,433)   (1,048,516)
Riot Platforms, Inc., Expiration: 8/14/2026; Exercise Price: $20.51   (21,043,361)   (10,433)   (2,014,404)
Robinhood Markets, Inc., Expiration: 8/7/2026; Exercise Price: $88.00   (11,122,960)   (1,285)   (514,000)
Strategy, Inc., Expiration: 8/7/2026; Exercise Price: $93.00   (1,212,640)   (130)   (47,125)
Taiwan Semiconductor Manufacturing Co. Ltd., Expiration: 8/7/2026;
Exercise Price: $407.50
   (23,972,025)   (593)   (724,942)
Taiwan Semiconductor Manufacturing Co. Ltd., Expiration: 8/14/2026;
Exercise Price: $385.01
   (23,972,025)   (593)   (423,366)
Terawulf, Inc., Expiration: 8/7/2026; Exercise Price: $17.00  $(9,114,326)   (5,161)  $(477,392)
              (13,618,157)
                
TOTAL WRITTEN OPTIONS (Premiums received $23,968,117)            $(14,991,373)

        

Percentages are stated as a percent of net assets.

       

(a) Exchange-traded.
(b) 100 shares per contract.