Carson Wealth (CWM LLC)
CONY icon

Carson Wealth (CWM LLC)’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Carson Wealth (CWM LLC)’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
-6
Closed – – 5405
2025
Q3 		$0 Hold
6
– – ﹤0.01% 5302
2025
Q2 		$1K Sell
6
-62
-91% -$4.98K ﹤0.01% 4982
2025
Q1 		$5K Buy
68
+13
+24% +$1.45K ﹤0.01% 4431
2024
Q4 		$7K Buy
55
+4
+8% +$601 ﹤0.01% 4034
2024
Q3 		$7K Hold
51
– – ﹤0.01% 3928
2024
Q2 		$10K Buy
+51
New +$11.8K ﹤0.01% 3528

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 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 $786B AUM 40.34% 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 $135M 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 $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CONY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q4 2025, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in CONY in Q2 2024 and held it in 6 quarters. The position peaked at $10K in Q2 2024. 38 funds tracked by Wall St. Rank hold CONY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 YieldMax COIN Option Income Strategy ETF shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in YieldMax COIN Option Income Strategy ETF in Q2 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s YieldMax COIN Option Income Strategy ETF position peaked at $10K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.