YieldMax PLTR Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
YieldMax PLTR Option Income Strategy ETF PLTY
Morningstar’s Analysis PLTY
Will PLTY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLTY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PLTY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings −16.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 38.28 | 130M | Government |
United States Treasury Bills 0% | 29.17 | 99M | Government |
United States Treasury Bills 0% | 18.43 | 63M | Government |
United States Treasury Bills 0% | 13.08 | 44M | Government |
Cash Offset | 5.82 | 20M | Cash and Equivalents |
United States Treasury Bills 0% | 5.65 | 19M | Government |
PLTR US 06/18/26 C150 | 5.08 | 17M | — |
OTHER ASSETS AND LIABILITIES | 5.00 | 17M | — |
PLTR US 07/17/26 C150 | 4.79 | 16M | — |
PLTR US 06/12/26 C149 | 0.91 | 3M | — |
United States