AE Wealth Management’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

AE Wealth Management’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
2026 Q2	$3.08K	Buy	266 +22	+9%	+$268	﹤0.01%	2520
2026 Q1	$2.86K	Buy	244 +17	+7%	+$210	﹤0.01%	2445
2025 Q4	$3.03K	Buy	227 +16	+8%	+$219	﹤0.01%	2297
2025 Q3	$2.87K	Buy	211 +11	+6%	+$146	﹤0.01%	2141
2025 Q2	$2.57K	Hold	200	–	–	﹤0.01%	2031
2025 Q1	$3.02K	Hold	200	–	–	﹤0.01%	1993
2024 Q4	$3.61K	Buy	+200	New	+$3.58K	﹤0.01%	1946

Other funds holding APLY

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AE Wealth Management's APLY Position: Q2 2026 in Review

AE Wealth Management increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 9% in Q2 2026, buying an estimated $268 and bringing the position to 266 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

AE Wealth Management first reported a position in APLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q4 2024. 13 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

AE Wealth Management held 266 shares of YieldMax AAPL Option Income Strategy ETF worth $3.08K as of Q2 2026.
AE Wealth Management bought 22 YieldMax AAPL Option Income Strategy ETF shares in Q2 2026, an estimated $268.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2520 holding.
AE Wealth Management first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's YieldMax AAPL Option Income Strategy ETF position peaked at $3.61K in Q4 2024.
13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.