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
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 $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

ZEGA Investments's PLTY Position: Q1 2026 in Review

ZEGA Investments increased its YieldMax PLTR Option Income Strategy ETF (PLTY) stake by 61% in Q1 2026, buying an estimated $102K and bringing the position to 6,307 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #251.

ZEGA Investments first reported a position in PLTY in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PLTY as of Q1 2026.

  • ZEGA Investments held 6,307 shares of YieldMax PLTR Option Income Strategy ETF worth $243K as of Q1 2026.
  • ZEGA Investments bought 2,393 YieldMax PLTR Option Income Strategy ETF shares in Q1 2026, an estimated $102K.
  • YieldMax PLTR Option Income Strategy ETF made up 0.03% of ZEGA Investments's portfolio in Q1 2026, its #251 holding.
  • ZEGA Investments first reported a position in YieldMax PLTR Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held YieldMax PLTR Option Income Strategy ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.