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

Allworth Financial’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 		$70.1K Buy
6,062
+521
+9% +$6.34K ﹤0.01% 2206
2026
Q1 		$65.2K Buy
5,541
+370
+7% +$4.56K ﹤0.01% 2133
2025
Q4 		$68.9K Buy
5,171
+380
+8% +$5.19K ﹤0.01% 1983
2025
Q3 		$65.3K Buy
4,791
+478
+11% +$6.33K ﹤0.01% 1941
2025
Q2 		$55.5K Buy
+4,313
New +$57.1K ﹤0.01% 1887

Other funds holding APLY

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Allworth Financial's APLY Position: Q2 2026 in Review

Allworth Financial increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 9.4% in Q2 2026, buying an estimated $6.34K and bringing the position to 6,062 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Allworth Financial first reported a position in APLY in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

  • Allworth Financial held 6,062 shares of YieldMax AAPL Option Income Strategy ETF worth $70.1K as of Q2 2026.
  • Allworth Financial bought 521 YieldMax AAPL Option Income Strategy ETF shares in Q2 2026, an estimated $6.34K.
  • YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2206 holding.
  • Allworth Financial first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.