AFG
PLTY

Albion Financial Group’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-58
Closed -$4.1K – 705
2024
Q4 		$4.1K Buy
+58
New +$3.57K ﹤0.01% 485

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Albion Financial Group's PLTY Position: Q1 2025 in Review

Albion Financial Group sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q1 2025, closing a stake of 58 shares — an estimated $4.1K sold.

Albion Financial Group first reported a position in PLTY in Q4 2024 and held it in 1 quarter. The position peaked at $4.1K in Q4 2024. 14 funds tracked by Wall St. Rank hold PLTY as of Q1 2025.

  • Albion Financial Group reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 58 YieldMax PLTR Option Income Strategy ETF shares in Q1 2025, an estimated $4.1K.
  • Albion Financial Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's YieldMax PLTR Option Income Strategy ETF position peaked at $4.1K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.