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

LGT 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	$3.45K	Buy	131 +19	+17%	+$605	0.02%	216
2025 Q4	$4.4K	Buy	+112	New	+$6.16K	0.03%	211

Other funds holding CONY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LGT Financial Advisors's CONY Position: Q1 2026 in Review

LGT Financial Advisors increased its YieldMax COIN Option Income Strategy ETF (CONY) stake by 17% in Q1 2026, buying an estimated $605 and bringing the position to 131 shares worth $3.45K. The position accounts for 0.02% of the portfolio, ranked #216.

LGT Financial Advisors first reported a position in CONY in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.4K in Q4 2025. 26 funds tracked by Wall St. Rank hold CONY as of Q1 2026.

LGT Financial Advisors held 131 shares of YieldMax COIN Option Income Strategy ETF worth $3.45K as of Q1 2026.
LGT Financial Advisors bought 19 YieldMax COIN Option Income Strategy ETF shares in Q1 2026, an estimated $605.
YieldMax COIN Option Income Strategy ETF made up 0.02% of LGT Financial Advisors's portfolio in Q1 2026, its #216 holding.
LGT Financial Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
LGT Financial Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $4.4K in Q4 2025.
26 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.