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

Plante Moran 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
2024
Q2 		– Sell
-159
Closed -$47.1K – 802
2024
Q1 		$47.1K Buy
+159
New +$37.3K 0.01% 353

Other funds holding CONY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Plante Moran Financial Advisors's CONY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax COIN Option Income Strategy ETF (CONY) in Q2 2024, closing a stake of 159 shares — an estimated $47.1K sold.

Plante Moran Financial Advisors first reported a position in CONY in Q1 2024 and held it in 1 quarter. The position peaked at $47.1K in Q1 2024. 16 funds tracked by Wall St. Rank hold CONY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax COIN Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 159 YieldMax COIN Option Income Strategy ETF shares in Q2 2024, an estimated $47.1K.
  • Plante Moran Financial Advisors first reported a position in YieldMax COIN Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax COIN Option Income Strategy ETF position peaked at $47.1K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held YieldMax COIN Option Income Strategy ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.