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

Allworth Financial’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 Q4	–	Sell	-60	Closed	-$3.92K	–	5325
2025 Q3	$3.92K	Buy	+60	New	+$3.94K	﹤0.01%	3692

Other funds holding PLTY

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

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

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

Allworth Financial's PLTY Position: Q4 2025 in Review

Allworth Financial sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q4 2025, closing a stake of 60 shares — an estimated $3.92K sold.

Allworth Financial first reported a position in PLTY in Q3 2025 and held it in 1 quarter. The position peaked at $3.92K in Q3 2025. 34 funds tracked by Wall St. Rank hold PLTY as of Q4 2025.

Allworth Financial reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 60 YieldMax PLTR Option Income Strategy ETF shares in Q4 2025, an estimated $3.92K.
Allworth Financial first reported a position in YieldMax PLTR Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
Allworth Financial's YieldMax PLTR Option Income Strategy ETF position peaked at $3.92K in Q3 2025.
34 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.