Morningstar

YieldMax COIN Option Income Strategy ETF CONY

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis CONY

Will CONY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CONY’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings CONY

More CONY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.38%

27.55 92M
Government

United States Treasury Bills 0%

22.90 77M
Government

United States Treasury Bills 0%

20.18 68M
Government

United States Treasury Notes 3.38%

15.49 52M
Government

United States Treasury Bills 0%

15.45 52M
Government

COIN US 11/20/26 C170

12.16 41M
—

COIN US 12/18/26 C185

8.72 29M
—

OTHER ASSETS AND LIABILITIES

7.50 25M
—

First American Government Obligs X

2.55 9M
Cash and Equivalents

COIN US 10/30/26 C180

1.70 6M
—

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