AWM
PLTY

AE Wealth Management’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

AE Wealth Management’s Portfolio PLTY Stock Details PLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.98K Sell
246
-536
-69% -$18.3K ﹤0.01% 2434
2026
Q1 		$30.2K Buy
+782
New +$33.3K ﹤0.01% 2059

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

AE Wealth Management's PLTY Position: Q2 2026 in Review

AE Wealth Management reduced its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 69% in Q2 2026, selling an estimated $18.3K and leaving 246 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

AE Wealth Management first reported a position in PLTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.2K in Q1 2026. 26 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

  • AE Wealth Management held 246 shares of YieldMax PLTR Option Income Strategy ETF worth $6.98K as of Q2 2026.
  • AE Wealth Management sold 536 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $18.3K.
  • YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2434 holding.
  • AE Wealth Management first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's YieldMax PLTR Option Income Strategy ETF position peaked at $30.2K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.