YieldMax COIN Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
YieldMax COIN Option Income Strategy ETF CONY
Morningstar’s Analysis CONY
Will CONY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CONY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CONY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 33.25 | 139M | Government |
United States Treasury Bills 0% | 22.57 | 95M | Government |
United States Treasury Bills 0% | 22.15 | 93M | Government |
COIN US 06/18/26 C170 | 12.92 | 54M | — |
COIN US 07/17/26 C190 | 11.81 | 49M | — |
United States Treasury Bills 0% | 8.32 | 35M | Government |
United States Treasury Bills 0% | 6.62 | 28M | Government |
First American Government Obligs X | 2.82 | 12M | Cash and Equivalents |
OTHER ASSETS AND LIABILITIES | 2.16 | 9M | — |
COIN US 05/22/26 C202.5 | 0.44 | 2M | — |
United States