Sunbelt Securities’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Sunbelt Securities’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	$712K	Buy	18,454 +939	+5%	+$40K	0.05%	328
2025 Q4	$903K	Buy	17,515 +3,942	+29%	+$230K	0.06%	271
2025 Q3	$886K	Buy	13,573 +13,439	+10,029%	+$883K	0.06%	265
2025 Q2	$9.47K	Hold	134	–	–	﹤0.01%	1317
2025 Q1	$7.65K	Hold	134	–	–	﹤0.01%	1319
2024 Q4	$9.64K	Buy	+134	New	+$8.24K	﹤0.01%	1317

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 $786B AUM 40.34% 1-Year Est. Return

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

Stirlingshire Investments New York $135M 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Sunbelt Securities's PLTY Position: Q1 2026 in Review

Sunbelt Securities increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 5.4% in Q1 2026, buying an estimated $40K and bringing the position to 18,454 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #328.

Sunbelt Securities first reported a position in PLTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $903K in Q4 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

Sunbelt Securities held 18,454 shares of YieldMax PLTR Option Income Strategy ETF worth $712K as of Q1 2026.
Sunbelt Securities bought 939 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $40K.
YieldMax PLTR Option Income Strategy ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #328 holding.
Sunbelt Securities first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Sunbelt Securities's YieldMax PLTR Option Income Strategy ETF position peaked at $903K in Q4 2025.
30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.