SC
PLTY

Swan Capital’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Swan Capital’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 		$1.16K Hold
30
– – ﹤0.01% 425
2025
Q4 		$1.55K Hold
30
– – ﹤0.01% 358
2025
Q3 		$1.96K Buy
+30
New +$1.97K ﹤0.01% 319

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
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

Swan Capital's PLTY Position: Q1 2026 in Review

Swan Capital held its YieldMax PLTR Option Income Strategy ETF (PLTY) position steady in Q1 2026 at 30 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Swan Capital first reported a position in PLTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.96K in Q3 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

  • Swan Capital held 30 shares of YieldMax PLTR Option Income Strategy ETF worth $1.16K as of Q1 2026.
  • Swan Capital left its YieldMax PLTR Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #425 holding.
  • Swan Capital first reported a position in YieldMax PLTR Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Swan Capital's YieldMax PLTR Option Income Strategy ETF position peaked at $1.96K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.