Private Wealth Asset Management’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Private Wealth Asset Management’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	$227K	Buy	5,875 +793	+16%	+$33.7K	0.02%	248
2025 Q4	$262K	Buy	+5,082	New	+$296K	0.03%	235

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 $666B AUM 30.12% 1-Year Est. Return

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

Stirlingshire Investments New York $114M 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 $279M AUM 28.36% 1-Year Est. Return

Private Wealth Asset Management's PLTY Position: Q1 2026 in Review

Private Wealth Asset Management increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 16% in Q1 2026, buying an estimated $33.7K and bringing the position to 5,875 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #248.

Private Wealth Asset Management first reported a position in PLTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $262K in Q4 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

Private Wealth Asset Management held 5,875 shares of YieldMax PLTR Option Income Strategy ETF worth $227K as of Q1 2026.
Private Wealth Asset Management bought 793 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $33.7K.
YieldMax PLTR Option Income Strategy ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #248 holding.
Private Wealth Asset Management first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Private Wealth Asset Management's YieldMax PLTR Option Income Strategy ETF position peaked at $262K in Q4 2025.
30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.