Cambridge Investment Research Advisors’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 | $405K | Sell |
44,321
-850
| -2% | -$7.77K | ﹤0.01% | 2730 |
|
|
2025
Q1 | $346K | Buy |
45,171
+12,864
| +40% | +$98.5K | ﹤0.01% | 2744 |
|
|
2024
Q4 | $421K | Buy |
32,307
+5,063
| +19% | +$66K | ﹤0.01% | 2568 |
|
|
2024
Q3 | $365K | Buy |
27,244
+4,914
| +22% | +$65.8K | ﹤0.01% | 2674 |
|
|
2024
Q2 | $455K | Buy |
22,330
+11,480
| +106% | +$234K | ﹤0.01% | 2376 |
|
|
2024
Q1 | $322K | Buy |
+10,850
| New | +$322K | ﹤0.01% | 2643 |
|