Morningstar

YieldMax PLTR Option Income Strategy ETF PLTY

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis PLTY

Will PLTY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLTY’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings PLTY

More PLTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.38%

24.25 92M
Government

PLTR US 11/20/26 C165

16.32 62M
—

United States Treasury Bills 0%

14.72 56M
Government

United States Treasury Bills 0%

13.45 51M
Government

United States Treasury Notes 3.38%

13.41 51M
Government

United States Treasury Bills 0%

12.56 48M
Government

PLTR US 12/18/26 C185

10.33 39M
—

OTHER ASSETS AND LIABILITIES

6.63 25M
—

First American Government Obligs X

2.90 11M
Cash and Equivalents

PLTR US 10/30/26 C207.5

0.47 2M
—

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