CAPTRUST Financial Advisors
PLTY

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

CAPTRUST Financial Advisors’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
-3,205
Closed -$209K – 2833
2025
Q3 		$209K Buy
+3,205
New +$211K ﹤0.01% 2398

Other funds holding PLTY

TI
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
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
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
SI
Stirlingshire Investments New York $114M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors's PLTY Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q4 2025, closing a stake of 3,205 shares — an estimated $209K sold.

CAPTRUST Financial Advisors first reported a position in PLTY in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 34 funds tracked by Wall St. Rank hold PLTY as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,205 YieldMax PLTR Option Income Strategy ETF shares in Q4 2025, an estimated $209K.
  • CAPTRUST Financial Advisors first reported a position in YieldMax PLTR Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's YieldMax PLTR Option Income Strategy ETF position peaked at $209K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.