ZI
PLTY

ZEGA Investments’s YieldMax PLTR Option Income Strategy ETF PLTY Stock Holding History

ZEGA Investments’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
Q2 		– Sell
-6,307
Closed -$243K – 363
2026
Q1 		$243K Buy
6,307
+2,393
+61% +$102K 0.03% 251
2025
Q4 		$202K Buy
+3,914
New +$228K 0.02% 168

Other funds holding PLTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

ZEGA Investments's PLTY Position: Q2 2026 in Review

ZEGA Investments sold out of YieldMax PLTR Option Income Strategy ETF (PLTY) in Q2 2026, closing a stake of 6,307 shares — an estimated $243K sold.

ZEGA Investments first reported a position in PLTY in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q1 2026. 26 funds tracked by Wall St. Rank hold PLTY as of Q2 2026.

  • ZEGA Investments reported no remaining YieldMax PLTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • ZEGA Investments sold 6,307 YieldMax PLTR Option Income Strategy ETF shares in Q2 2026, an estimated $243K.
  • ZEGA Investments first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
  • ZEGA Investments's YieldMax PLTR Option Income Strategy ETF position peaked at $243K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.