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Legend Financial Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Legend 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
2025
Q3 		– Sell
-100
Closed -$9.13K – 61
2025
Q2 		$9.13K Buy
+100
New +$8.03K 0.01% 116

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Legend Financial Advisors's CONY Position: Q3 2025 in Review

Legend Financial Advisors sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q3 2025, closing a stake of 100 shares — an estimated $9.13K sold.

Legend Financial Advisors first reported a position in CONY in Q2 2025 and held it in 1 quarter. The position peaked at $9.13K in Q2 2025. 58 funds tracked by Wall St. Rank hold CONY as of Q3 2025.

  • Legend Financial Advisors reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 100 YieldMax COIN Option Income Strategy ETF shares in Q3 2025, an estimated $9.13K.
  • Legend Financial Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $9.13K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.