Cetera Investment Advisers’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
2026
Q1
Sell
-8,607
Closed -$339K 4838
2025
Q4
$339K Buy
8,607
+743
+9% +$40.9K ﹤0.01% 3796
2025
Q3
$541K Buy
+7,864
New +$619K ﹤0.01% 3321

Other funds holding CONY

Cetera Investment Advisers's CONY Position: Q1 2026 in Review

Cetera Investment Advisers sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q1 2026, closing a stake of 8,607 shares — an estimated $339K sold.

Cetera Investment Advisers first reported a position in CONY in Q3 2025 and held it in 2 quarters. The position peaked at $541K in Q3 2025. 26 funds tracked by Wall St. Rank hold CONY as of Q1 2026.

  • Cetera Investment Advisers reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 8,607 YieldMax COIN Option Income Strategy ETF shares in Q1 2026, an estimated $339K.
  • Cetera Investment Advisers first reported a position in YieldMax COIN Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's YieldMax COIN Option Income Strategy ETF position peaked at $541K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.