CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

CAPTRUST Financial 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
Q2 		$327K Buy
2025
Q1 		$168K Buy
2024
Q4 		$137K Buy
2024
Q2 		– Sell
2024
Q1 		$255K Buy