Morgan Stanley’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Morgan Stanley’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	$155K	Buy	4,010 +9	+0.2%	+$383	﹤0.01%	5980
2025 Q4	$206K	Buy	4,001 +2,001	+100%	+$117K	﹤0.01%	5918
2025 Q3	$131K	Sell	2,000 -1	-0%	-$66	﹤0.01%	6045
2025 Q2	$129K	Sell	2,001 -999	-33%	-$63.7K	﹤0.01%	6037
2025 Q1	$171K	Buy	+3,000	New	+$206K	﹤0.01%	5802

Other funds holding PLTY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley's PLTY Position: Q1 2026 in Review

Morgan Stanley increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 0.22% in Q1 2026, buying an estimated $383 and bringing the position to 4,010 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #5980.

Morgan Stanley first reported a position in PLTY in Q1 2025 and has held it in 5 quarters since. The position peaked at $206K in Q4 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

Morgan Stanley held 4,010 shares of YieldMax PLTR Option Income Strategy ETF worth $155K as of Q1 2026.
Morgan Stanley bought 9 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $383.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5980 holding.
Morgan Stanley first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and has held it in 5 quarters since.
Morgan Stanley's YieldMax PLTR Option Income Strategy ETF position peaked at $206K in Q4 2025.
30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.