AE Wealth Management’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.9K Buy
9,520
+3,053
+47% +$27.9K ﹤0.01% 1515
2025
Q1
$49.6K Buy
6,467
+60
+0.9% +$460 ﹤0.01% 1587
2024
Q4
$83.5K Buy
+6,407
New +$83.5K ﹤0.01% 1469