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

Newbridge Financial Services 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
Q4 		– Sell
-44
Closed -$5.83K – 1149
2024
Q3 		$5.83K Buy
44
+24
+120% +$3.9K ﹤0.01% 495
2024
Q2 		$4.08K Buy
+20
New +$4.64K ﹤0.01% 875

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Newbridge Financial Services Group's CONY Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q4 2024, closing a stake of 44 shares — an estimated $5.83K sold.

Newbridge Financial Services Group first reported a position in CONY in Q2 2024 and held it in 2 quarters. The position peaked at $5.83K in Q3 2024. 32 funds tracked by Wall St. Rank hold CONY as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 44 YieldMax COIN Option Income Strategy ETF shares in Q4 2024, an estimated $5.83K.
  • Newbridge Financial Services Group first reported a position in YieldMax COIN Option Income Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Newbridge Financial Services Group's YieldMax COIN Option Income Strategy ETF position peaked at $5.83K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.