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

Merit 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 Q2	–	Sell	-7,057	Closed	-$272K	–	2461
2026 Q1	$272K	Hold	7,057	–	–	﹤0.01%	1716
2025 Q4	$364K	Buy	+7,057	New	+$412K	﹤0.01%	1456

Other funds holding PLTY

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Merit Financial Group's PLTY Position: Q2 2026 in Review

Merit Financial Group sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026, closing a stake of 7,057 shares — an estimated $272K sold.

Merit Financial Group first reported a position in PLTY in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 2 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

Merit Financial Group reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 7,057 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $272K.
Merit Financial Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
Merit Financial Group's YieldMax PLTR Option Income Strategy ETF position peaked at $364K in Q4 2025.
2 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.