TFG
PLTY

Team Financial Group’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

Team Financial Group’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
Q4 		– Sell
-373
Closed -$24.3K – 273
2025
Q3 		$24.3K Buy
373
+224
+150% +$14.7K 0.01% 137
2025
Q2 		$9.58K Buy
+149
New +$9.49K ﹤0.01% 179

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Team Financial Group's PLTY Position: Q4 2025 in Review

Team Financial Group sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q4 2025, closing a stake of 373 shares — an estimated $24.3K sold.

Team Financial Group first reported a position in PLTY in Q2 2025 and held it in 2 quarters. The position peaked at $24.3K in Q3 2025. 34 funds tracked by Wall St. Rank hold PLTY as of Q4 2025.

  • Team Financial Group reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Team Financial Group sold 373 YieldMax PLTR Option Income Strategy ETF shares in Q4 2025, an estimated $24.3K.
  • Team Financial Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Team Financial Group's YieldMax PLTR Option Income Strategy ETF position peaked at $24.3K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q4 2025.

Based on Team Financial Group's 13F filing for Q4 2025, filed 13 Jan 2026.