Integrated Wealth Concepts’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Integrated Wealth Concepts’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	$1.99K	Buy	+70	New	+$2.39K	﹤0.01%	5359

Other funds holding PLTY

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Integrated Wealth Concepts's PLTY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026: 70 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #5359 among its holdings.

14 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

Integrated Wealth Concepts held 70 shares of YieldMax PLTR Option Income Strategy ETF worth $1.99K as of Q2 2026.
YieldMax PLTR Option Income Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5359 holding.
14 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.