IFG
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Independent Financial Group’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Independent Financial Group’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 		– Sell
-8,169
Closed -$562K – 1416
2025
Q3 		$562K Buy
8,169
+2,654
+48% +$209K 0.01% 797
2025
Q2 		$503K Buy
+5,515
New +$443K 0.01% 782

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's CONY Position: Q4 2025 in Review

Independent Financial Group sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q4 2025, closing a stake of 8,169 shares — an estimated $562K sold.

Independent Financial Group first reported a position in CONY in Q2 2025 and held it in 2 quarters. The position peaked at $562K in Q3 2025. 38 funds tracked by Wall St. Rank hold CONY as of Q4 2025.

  • Independent Financial Group reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 8,169 YieldMax COIN Option Income Strategy ETF shares in Q4 2025, an estimated $562K.
  • Independent Financial Group first reported a position in YieldMax COIN Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's YieldMax COIN Option Income Strategy ETF position peaked at $562K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.