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

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IFG
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Group One Trading
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FDCDDQ
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Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return