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 Q2	–	Sell	-5,875	Closed	-$227K	–	975
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 $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

Private Wealth Asset Management's PLTY Position: Q2 2026 in Review

Private Wealth Asset Management sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026, closing a stake of 5,875 shares — an estimated $227K sold.

Private Wealth Asset Management first reported a position in PLTY in Q4 2025 and held it in 2 quarters. The position peaked at $262K in Q4 2025. 26 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

Private Wealth Asset Management reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 5,875 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $227K.
Private Wealth Asset Management first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
Private Wealth Asset Management's YieldMax PLTR Option Income Strategy ETF position peaked at $262K in Q4 2025.
26 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.