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Pin Oak Investment Advisors’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Pin Oak Investment 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
Q2 		– Sell
-9
Closed -$1K – 452
2025
Q1 		$1K Hold
9
– – ﹤0.01% 425
2024
Q4 		$1K Hold
9
– – ﹤0.01% 447
2024
Q3 		$1K Buy
9
+8
+800% +$1.3K ﹤0.01% 451
2024
Q2 		$0 Buy
+1
New +$232 ﹤0.01% 465

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pin Oak Investment Advisors's CONY Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q2 2025, closing a stake of 9 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in CONY in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 52 funds tracked by Wall St. Rank hold CONY as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 9 YieldMax COIN Option Income Strategy ETF shares in Q2 2025, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Pin Oak Investment Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $1K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.