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 Q1	$30.2K	Buy	+782	New	+$33.3K	﹤0.01%	2059

Other funds holding PLTY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

AE Wealth Management's PLTY Position: Q1 2026 in Review

AE Wealth Management opened a new position in YieldMax PLTR Option Income Strategy ETF (PLTY) in Q1 2026: 782 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings.

30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

AE Wealth Management held 782 shares of YieldMax PLTR Option Income Strategy ETF worth $30.2K as of Q1 2026.
YieldMax PLTR Option Income Strategy ETF was a new AE Wealth Management position in Q1 2026.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2059 holding.
30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.