UBS Group
PLTY

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
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 – 11046
2025
Q1 		$10.9K Buy
+191
New +$13.1K ﹤0.01% 8586

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M 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
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

UBS Group's PLTY Position: Q1 2026 in Review

UBS Group increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 39% in Q1 2026, buying an estimated $493K and bringing the position to 40,957 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #5179.

UBS Group first reported a position in PLTY in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

  • UBS Group held 40,957 shares of YieldMax PLTR Option Income Strategy ETF worth $1.58M as of Q1 2026.
  • UBS Group bought 11,580 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $493K.
  • YieldMax PLTR Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5179 holding.
  • UBS Group first reported a position in YieldMax PLTR Option Income Strategy ETF in Q1 2025 and has held it in 4 quarters since.
  • UBS Group's YieldMax PLTR Option Income Strategy ETF position peaked at $1.62M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.