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 Q2	–	Sell	-200	Closed	-$7.72K	–	1335
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 $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Capital Investment Advisory Services's PLTY Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026, closing a stake of 200 shares — an estimated $7.72K sold.

Capital Investment Advisory Services first reported a position in PLTY in Q4 2025 and held it in 2 quarters. The position peaked at $10.3K in Q4 2025. 26 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

Capital Investment Advisory Services reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 200 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $7.72K.
Capital Investment Advisory Services first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
Capital Investment Advisory Services's YieldMax PLTR Option Income Strategy ETF position peaked at $10.3K in Q4 2025.
26 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.