Creative Planning
CONY icon

Creative Planning’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Creative Planning’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
2026
Q1 		– Sell
-7,584
Closed -$298K – 4120
2025
Q4 		$298K Sell
7,584
-3
-0% -$165 ﹤0.01% 3240
2025
Q3 		$522K Buy
+7,587
New +$597K ﹤0.01% 2676

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's CONY Position: Q1 2026 in Review

Creative Planning sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q1 2026, closing a stake of 7,584 shares — an estimated $298K sold.

Creative Planning first reported a position in CONY in Q3 2025 and held it in 2 quarters. The position peaked at $522K in Q3 2025. 26 funds tracked by Wall St. Rank hold CONY as of Q1 2026.

  • Creative Planning reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 7,584 YieldMax COIN Option Income Strategy ETF shares in Q1 2026, an estimated $298K.
  • Creative Planning first reported a position in YieldMax COIN Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Creative Planning's YieldMax COIN Option Income Strategy ETF position peaked at $522K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.