IFG
PLTY

Independent Financial Group’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Independent Financial Group’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
-29,023
Closed -$1.5M – 1550
2025
Q4 		$1.5M Sell
29,023
-18,343
-39% -$1.07M 0.03% 479
2025
Q3 		$3.09M Buy
47,366
+23,500
+98% +$1.54M 0.07% 259
2025
Q2 		$1.53M Buy
+23,866
New +$1.52M 0.04% 414

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 40.89% 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

Independent Financial Group's PLTY Position: Q1 2026 in Review

Independent Financial Group sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q1 2026, closing a stake of 29,023 shares — an estimated $1.5M sold.

Independent Financial Group first reported a position in PLTY in Q2 2025 and held it in 3 quarters. The position peaked at $3.09M in Q3 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

  • Independent Financial Group reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 29,023 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $1.5M.
  • Independent Financial Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q2 2025 and held it in 3 quarters.
  • Independent Financial Group's YieldMax PLTR Option Income Strategy ETF position peaked at $3.09M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.