GAFA
PLTY

Garton & Associates Financial Advisors’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Garton & Associates 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
2026
Q1 		– Sell
-295
Closed -$15.2K – 735
2025
Q4 		$15.2K Buy
+295
New +$17.2K 0.01% 723

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SS
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 $307M AUM 30.03% 1-Year Est. Return

Garton & Associates Financial Advisors's PLTY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q1 2026, closing a stake of 295 shares — an estimated $15.2K sold.

Garton & Associates Financial Advisors first reported a position in PLTY in Q4 2025 and held it in 1 quarter. The position peaked at $15.2K in Q4 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 295 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $15.2K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax PLTR Option Income Strategy ETF position peaked at $15.2K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.