TFG
CVNY

Team Financial Group’s YieldMax CVNA Option Income Strategy ETF CVNY Stock Holding History

Team Financial Group’s Portfolio CVNY Stock Details CVNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-299
Closed -$12.1K – 275
2025
Q3 		$12.1K Buy
299
+44
+17% +$1.84K 0.01% 177
2025
Q2 		$10.8K Buy
+255
New +$10.4K 0.01% 172

Other funds holding CVNY

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Team Financial Group's CVNY Position: Q4 2025 in Review

Team Financial Group sold out of YieldMax CVNA Option Income Strategy ETF (CVNY) in Q4 2025, closing a stake of 299 shares — an estimated $12.1K sold.

Team Financial Group first reported a position in CVNY in Q2 2025 and held it in 2 quarters. The position peaked at $12.1K in Q3 2025. 9 funds tracked by Wall St. Rank hold CVNY as of Q4 2025.

  • Team Financial Group reported no remaining YieldMax CVNA Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Team Financial Group sold 299 YieldMax CVNA Option Income Strategy ETF shares in Q4 2025, an estimated $12.1K.
  • Team Financial Group first reported a position in YieldMax CVNA Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Team Financial Group's YieldMax CVNA Option Income Strategy ETF position peaked at $12.1K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held YieldMax CVNA Option Income Strategy ETF as of Q4 2025.

Based on Team Financial Group's 13F filing for Q4 2025, filed 13 Jan 2026.