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Shepherd Wealth Management’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Shepherd Wealth Management’s Portfolio CONY Stock Details CONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$130K – 34
2024
Q4 		$130K Buy
+10,000
New +$130K 0.13% 48