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Garton & Associates Financial Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Garton & Associates 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
2026
Q1 		– Sell
-380
Closed -$15K – 241
2025
Q4 		$15K Buy
+380
New +$20.9K 0.01% 733

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $71.1B AUM 128.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 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 $85.1B AUM 27.35% 1-Year Est. Return

Garton & Associates Financial Advisors's CONY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q1 2026, closing a stake of 380 shares — an estimated $15K sold.

Garton & Associates Financial Advisors first reported a position in CONY in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 26 funds tracked by Wall St. Rank hold CONY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 380 YieldMax COIN Option Income Strategy ETF shares in Q1 2026, an estimated $15K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $15K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.