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

UBS 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
2026 Q3	$1.32M	Buy	36,378 +7,639	+27%	+$262K	﹤0.01%	5398
2026 Q2	$815K	Sell	28,739 -12,218	-30%	-$418K	﹤0.01%	5903
2026 Q1	$1.58M	Buy	40,957 +11,580	+39%	+$493K	﹤0.01%	5179
2025 Q4	$1.51M	Buy	29,377 +4,609	+19%	+$269K	﹤0.01%	5211
2025 Q3	$1.62M	Buy	+24,768	New	+$1.63M	﹤0.01%	5162
2025 Q2	–	Sell	-191	Closed	-$10.9K	–	11047
2025 Q1	$10.9K	Buy	+191	New	+$13.1K	﹤0.01%	8586

Other funds holding PLTY

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

UBS Group's PLTY Position: Q3 2026 in Review

UBS Group increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 27% in Q3 2026, buying an estimated $262K and bringing the position to 36,378 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #5398.

UBS Group first reported a position in PLTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2025. 13 funds tracked by Wall St. Rank hold PLTY as of Q3 2026.

UBS Group held 36,378 shares of YieldMax PLTR Option Income Strategy ETF worth $1.32M as of Q3 2026.
UBS Group bought 7,639 YieldMax PLTR Option Income Strategy ETF shares in Q3 2026, an estimated $262K.
YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #5398 holding.
UBS Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
UBS Group's YieldMax PLTR Option Income Strategy ETF position peaked at $1.62M in Q3 2025.
13 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.