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 Q2	$126K	Buy	4,450 +440	+11%	+$15K	﹤0.01%	6154
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 $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Stirlingshire Investments New York $135M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

Morgan Stanley's PLTY Position: Q2 2026 in Review

Morgan Stanley increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 11% in Q2 2026, buying an estimated $15K and bringing the position to 4,450 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6154.

Morgan Stanley first reported a position in PLTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $206K in Q4 2025. 25 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

Morgan Stanley held 4,450 shares of YieldMax PLTR Option Income Strategy ETF worth $126K as of Q2 2026.
Morgan Stanley bought 440 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $15K.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6154 holding.
Morgan Stanley first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Morgan Stanley's YieldMax PLTR Option Income Strategy ETF position peaked at $206K in Q4 2025.
25 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.