Ownership history in Sunbelt Securities, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Sunbelt Securities, Inc. reported a position in YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,515 | +3,942 | +29.0% | 0.06% | $903K | $45.11 |
| 2025 Q3 | ADDED | 13,573 | +13,439 | +10029.1% | 0.06% | $886K | $46.15 |
| 2025 Q2 | UNCHANGED | 134 | — | 0% | 0.00% | $9K | $37.99 |
| 2025 Q1 | UNCHANGED | 134 | — | 0% | 0.00% | $8K | $26.68 |
| 2024 Q4 | INITIATED | 134 | — | — | 0.00% | $10K | $25.33 |
As of 2025 Q4 — sorted by position size