PLTY – YieldMax PLTR Option Income Strategy ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income; the secondary investment objective being exposure to the share price of Palantir Technologies Inc. (“PLTR”), which is generally subject to a limit on potential investment gains. Under normal circumstances, the Fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in securities and financial instruments that provide indirect exposure to PLTR. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PLTY	YieldMax PLTR Option Income Strategy ETF	ETF	Open	—		Oct 7, 2024	$373.54M	0.990%	—	—	−$269.24M

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