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Albion Financial Group’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-162
Closed -$2.92K – 616
2024
Q4 		$2.92K Buy
+162
New +$2.9K ﹤0.01% 521

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Albion Financial Group's APLY Position: Q1 2025 in Review

Albion Financial Group sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q1 2025, closing a stake of 162 shares — an estimated $2.92K sold.

Albion Financial Group first reported a position in APLY in Q4 2024 and held it in 1 quarter. The position peaked at $2.92K in Q4 2024. 16 funds tracked by Wall St. Rank hold APLY as of Q1 2025.

  • Albion Financial Group reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 162 YieldMax AAPL Option Income Strategy ETF shares in Q1 2025, an estimated $2.92K.
  • Albion Financial Group first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's YieldMax AAPL Option Income Strategy ETF position peaked at $2.92K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.