Global Retirement Partners’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Global Retirement Partners’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	$1.77K	Sell	45 -3,014	-99%	-$166K	﹤0.01%	3760
2025 Q3	$210K	Buy	3,059 +3,010	+6,143%	+$237K	﹤0.01%	1148
2025 Q2	$4.51K	Buy	+49	New	+$3.94K	﹤0.01%	2952
2024 Q4	$2.9K	Buy	22 +20	+1,000%	+$3.01K	﹤0.01%	2930
2024 Q3	$295	Hold	2	–	–	﹤0.01%	3340
2024 Q2	$448	Hold	2	–	–	﹤0.01%	3313
2024 Q1	$652	Sell	2 -8	-80%	-$1.88K	﹤0.01%	3071
2023 Q4	$2.08K	Buy	+10	New	+$2.27K	﹤0.01%	2657

Other funds holding CONY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Retirement Partners's CONY Position: Q4 2025 in Review

Global Retirement Partners reduced its YieldMax COIN Option Income Strategy ETF (CONY) stake by 99% in Q4 2025, selling an estimated $166K and leaving 45 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Global Retirement Partners first reported a position in CONY in Q4 2023 and has held it in 8 quarters since. The position peaked at $210K in Q3 2025. 38 funds tracked by Wall St. Rank hold CONY as of Q4 2025.

Global Retirement Partners held 45 shares of YieldMax COIN Option Income Strategy ETF worth $1.77K as of Q4 2025.
Global Retirement Partners sold 3,014 YieldMax COIN Option Income Strategy ETF shares in Q4 2025, an estimated $166K.
YieldMax COIN Option Income Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3760 holding.
Global Retirement Partners first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's YieldMax COIN Option Income Strategy ETF position peaked at $210K in Q3 2025.
38 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.