Larson Financial Group
CONY icon

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

Larson 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
2024
Q2 		– Sell
-30
Closed -$8.77K – 2442
2024
Q1 		$8.77K Hold
30
– – ﹤0.01% 1076
2023
Q4 		$8.55K Buy
+30
New +$6.81K ﹤0.01% 1057

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Simplex Trading
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
AlphaMark Advisors
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Coppell Advisory Solutions
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Larson Financial Group's CONY Position: Q2 2024 in Review

Larson Financial Group sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q2 2024, closing a stake of 30 shares — an estimated $8.77K sold.

Larson Financial Group first reported a position in CONY in Q4 2023 and held it in 2 quarters. The position peaked at $8.77K in Q1 2024. 16 funds tracked by Wall St. Rank hold CONY as of Q2 2024.

  • Larson Financial Group reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 30 YieldMax COIN Option Income Strategy ETF shares in Q2 2024, an estimated $8.77K.
  • Larson Financial Group first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Larson Financial Group's YieldMax COIN Option Income Strategy ETF position peaked at $8.77K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.