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Orion Portfolio Solutions’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Orion Portfolio Solutions’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
Q1 		$136K Buy
1,768
+246
+16% +$27.4K ﹤0.01% 1835
2024
Q4 		$198K Buy
+1,522
New +$229K ﹤0.01% 1754

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return

Orion Portfolio Solutions's CONY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its YieldMax COIN Option Income Strategy ETF (CONY) stake by 16% in Q1 2025, buying an estimated $27.4K and bringing the position to 1,768 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Orion Portfolio Solutions first reported a position in CONY in Q4 2024 and has held it in 2 quarters since. The position peaked at $198K in Q4 2024. 34 funds tracked by Wall St. Rank hold CONY as of Q1 2025.

  • Orion Portfolio Solutions held 1,768 shares of YieldMax COIN Option Income Strategy ETF worth $136K as of Q1 2025.
  • Orion Portfolio Solutions bought 246 YieldMax COIN Option Income Strategy ETF shares in Q1 2025, an estimated $27.4K.
  • YieldMax COIN Option Income Strategy ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1835 holding.
  • Orion Portfolio Solutions first reported a position in YieldMax COIN Option Income Strategy ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's YieldMax COIN Option Income Strategy ETF position peaked at $198K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.