Capital Investment Advisory Services’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Capital Investment Advisory Services’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	$7.72K	Hold	200	–	–	﹤0.01%	1088
2025 Q4	$10.3K	Buy	+200	New	+$11.7K	﹤0.01%	1013

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

Capital Investment Advisory Services's PLTY Position: Q1 2026 in Review

Capital Investment Advisory Services held its YieldMax PLTR Option Income Strategy ETF (PLTY) position steady in Q1 2026 at 200 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Capital Investment Advisory Services first reported a position in PLTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.3K in Q4 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

Capital Investment Advisory Services held 200 shares of YieldMax PLTR Option Income Strategy ETF worth $7.72K as of Q1 2026.
Capital Investment Advisory Services left its YieldMax PLTR Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1088 holding.
Capital Investment Advisory Services first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Capital Investment Advisory Services's YieldMax PLTR Option Income Strategy ETF position peaked at $10.3K in Q4 2025.
30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.