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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
Q2 		$3.01K Buy
159
+28
+21% +$693 0.02% 203
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
SI
Stirlingshire Investments New York $135M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

LGT Financial Advisors's CONY Position: Q2 2026 in Review

LGT Financial Advisors increased its YieldMax COIN Option Income Strategy ETF (CONY) stake by 21% in Q2 2026, buying an estimated $693 and bringing the position to 159 shares worth $3.01K. The position accounts for 0.02% of the portfolio, ranked #203.

LGT Financial Advisors first reported a position in CONY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.4K in Q4 2025. 26 funds tracked by Wall St. Rank hold CONY as of Q2 2026.

  • LGT Financial Advisors held 159 shares of YieldMax COIN Option Income Strategy ETF worth $3.01K as of Q2 2026.
  • LGT Financial Advisors bought 28 YieldMax COIN Option Income Strategy ETF shares in Q2 2026, an estimated $693.
  • YieldMax COIN Option Income Strategy ETF made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #203 holding.
  • LGT Financial Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2025 and has held it in 3 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 Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.