AWA
CONY icon

Arete Wealth Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Arete Wealth Advisors’s Portfolio CONY Stock Details CONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,973
Closed -$205K – 778
2025
Q3 		$205K Buy
2,973
+390
+15% +$30.7K 0.01% 718
2025
Q2 		$236K Buy
2,583
+10
+0.4% +$803 0.02% 636
2025
Q1 		$197K Buy
2,573
+1,565
+155% +$175K 0.02% 673
2024
Q4 		$131K Buy
+1,008
New +$152K 0.01% 717

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return