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

CoreCap 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
2026 Q2	$22.2K	Buy	781 +174	+29%	+$5.95K	﹤0.01%	1750
2026 Q1	$23.4K	Buy	607 +146	+32%	+$6.21K	﹤0.01%	1602
2025 Q4	$23.8K	Sell	461 -286	-38%	-$16.7K	﹤0.01%	1602
2025 Q3	$48.8K	Sell	747 -793	-51%	-$52.1K	﹤0.01%	1335
2025 Q2	$99K	Buy	1,540 +204	+15%	+$13K	﹤0.01%	987
2025 Q1	$76.2K	Buy	+1,336	New	+$91.9K	﹤0.01%	1000

Other funds holding PLTY

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

CoreCap Advisors's PLTY Position: Q2 2026 in Review

CoreCap Advisors increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 29% in Q2 2026, buying an estimated $5.95K and bringing the position to 781 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

CoreCap Advisors first reported a position in PLTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $99K in Q2 2025. 13 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

CoreCap Advisors held 781 shares of YieldMax PLTR Option Income Strategy ETF worth $22.2K as of Q2 2026.
CoreCap Advisors bought 174 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $5.95K.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1750 holding.
CoreCap Advisors first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
CoreCap Advisors's YieldMax PLTR Option Income Strategy ETF position peaked at $99K in Q2 2025.
13 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.