Cambridge Investment Research Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,127
Closed -$284K 3848
2025
Q3
$284K Sell
4,127
-305
-7% -$24K ﹤0.01% 3154
2025
Q2
$405K Sell
4,432
-85
-2% -$6.83K ﹤0.01% 2730
2025
Q1
$346K Buy
4,517
+1,286
+40% +$143K ﹤0.01% 2744
2024
Q4
$421K Buy
3,231
+507
+19% +$76.2K ﹤0.01% 2568
2024
Q3
$365K Buy
2,724
+491
+22% +$79.7K ﹤0.01% 2674
2024
Q2
$455K Buy
2,233
+1,148
+106% +$267K ﹤0.01% 2376
2024
Q1
$322K Buy
+1,085
New +$255K ﹤0.01% 2643

Other funds holding CONY

Cambridge Investment Research Advisors's CONY Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q4 2025, closing a stake of 4,127 shares — an estimated $284K sold.

Cambridge Investment Research Advisors first reported a position in CONY in Q1 2024 and held it in 7 quarters. The position peaked at $455K in Q2 2024. 38 funds tracked by Wall St. Rank hold CONY as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,127 YieldMax COIN Option Income Strategy ETF shares in Q4 2025, an estimated $284K.
  • Cambridge Investment Research Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q1 2024 and held it in 7 quarters.
  • Cambridge Investment Research Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $455K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.