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Advisory Services Network’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Advisory Services Network’s Portfolio APLY Stock Details APLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,044
Closed -$20.5K – 1553
2023
Q4 		$20.5K Buy
+1,044
New +$20.1K ﹤0.01% 2511

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $49.1M AUM 31.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's APLY Position: Q1 2024 in Review

Advisory Services Network sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q1 2024, closing a stake of 1,044 shares — an estimated $20.5K sold.

Advisory Services Network first reported a position in APLY in Q4 2023 and held it in 1 quarter. The position peaked at $20.5K in Q4 2023. 10 funds tracked by Wall St. Rank hold APLY as of Q1 2024.

  • Advisory Services Network reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 1,044 YieldMax AAPL Option Income Strategy ETF shares in Q1 2024, an estimated $20.5K.
  • Advisory Services Network first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's YieldMax AAPL Option Income Strategy ETF position peaked at $20.5K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.