SPWM
PLTY

Straight Path Wealth Management’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Straight Path Wealth 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
2025
Q2 		– Sell
-4,800
Closed -$274K – 121
2025
Q1 		$274K Buy
+4,800
New +$330K 0.11% 78

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Straight Path Wealth Management's PLTY Position: Q2 2025 in Review

Straight Path Wealth Management sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2025, closing a stake of 4,800 shares — an estimated $274K sold.

Straight Path Wealth Management first reported a position in PLTY in Q1 2025 and held it in 1 quarter. The position peaked at $274K in Q1 2025. 16 funds tracked by Wall St. Rank hold PLTY as of Q2 2025.

  • Straight Path Wealth Management reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 4,800 YieldMax PLTR Option Income Strategy ETF shares in Q2 2025, an estimated $274K.
  • Straight Path Wealth Management first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Straight Path Wealth Management's YieldMax PLTR Option Income Strategy ETF position peaked at $274K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2025.

Based on Straight Path Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.