Belvedere Trading
PLTY

Belvedere Trading’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Belvedere Trading’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 		$164K Buy
+5,799
New +$198K ﹤0.01% 636
2025
Q4 		– Sell
-8,495
Closed -$495K – 1173
2025
Q3 		$554K Sell
8,495
-998
-11% -$65.6K ﹤0.01% 241
2025
Q2 		$610K Buy
+9,493
New +$605K ﹤0.01% 202
2025
Q1 		– Sell
-2,531
Closed -$179K – 1077
2024
Q4 		$179K Buy
+2,531
New +$156K ﹤0.01% 438

Other funds holding PLTY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Belvedere Trading's PLTY Position: Q2 2026 in Review

Belvedere Trading opened a new position in YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026: 5,799 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in PLTY as recently as Q3 2025.

Belvedere Trading first reported a position in PLTY in Q4 2024 and has held it in 4 quarters since. The position peaked at $610K in Q2 2025. 14 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

  • Belvedere Trading held 5,799 shares of YieldMax PLTR Option Income Strategy ETF worth $164K as of Q2 2026.
  • YieldMax PLTR Option Income Strategy ETF was a new Belvedere Trading position in Q2 2026.
  • YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #636 holding.
  • Belvedere Trading first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2024 and has held it in 4 quarters since.
  • Belvedere Trading's YieldMax PLTR Option Income Strategy ETF position peaked at $610K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.