BFC Planning, Inc.’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

BFC Planning, Inc.’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 Q2	$12.9K	Buy	684 +253	+59%	+$6.26K	﹤0.01%	2237
2026 Q1	$11.3K	Buy	431 +305	+242%	+$9.7K	﹤0.01%	1988
2025 Q4	$4.94K	Buy	126 +85	+207%	+$4.68K	﹤0.01%	2364
2025 Q3	$2.83K	Buy	+41	New	+$3.23K	﹤0.01%	2376
2025 Q2	–	Sell	-41	Closed	-$3.15K	–	2703
2025 Q1	$3.15K	Hold	41	–	–	﹤0.01%	2181
2024 Q4	$5.36K	Buy	+41	New	+$6.16K	﹤0.01%	1999

Other funds holding CONY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

BFC Planning, Inc.'s CONY Position: Q2 2026 in Review

BFC Planning, Inc. increased its YieldMax COIN Option Income Strategy ETF (CONY) stake by 59% in Q2 2026, buying an estimated $6.26K and bringing the position to 684 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

BFC Planning, Inc. first reported a position in CONY in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold CONY as of Q2 2026.

BFC Planning, Inc. held 684 shares of YieldMax COIN Option Income Strategy ETF worth $12.9K as of Q2 2026.
BFC Planning, Inc. bought 253 YieldMax COIN Option Income Strategy ETF shares in Q2 2026, an estimated $6.26K.
YieldMax COIN Option Income Strategy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2237 holding.
BFC Planning, Inc. first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.