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APLY icon

Ancora Advisors’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Ancora Advisors’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
Q4 		– Sell
-125
Closed -$2.28K – 1819
2024
Q3 		$2.28K Buy
125
+7
+6% +$125 ﹤0.01% 1533
2024
Q2 		$2.13K Buy
118
+8
+7% +$138 ﹤0.01% 1560
2024
Q1 		$1.89K Buy
+110
New +$1.98K ﹤0.01% 1557

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's APLY Position: Q4 2024 in Review

Ancora Advisors sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q4 2024, closing a stake of 125 shares — an estimated $2.28K sold.

Ancora Advisors first reported a position in APLY in Q1 2024 and held it in 3 quarters. The position peaked at $2.28K in Q3 2024. 20 funds tracked by Wall St. Rank hold APLY as of Q4 2024.

  • Ancora Advisors reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Ancora Advisors sold 125 YieldMax AAPL Option Income Strategy ETF shares in Q4 2024, an estimated $2.28K.
  • Ancora Advisors first reported a position in YieldMax AAPL Option Income Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Ancora Advisors's YieldMax AAPL Option Income Strategy ETF position peaked at $2.28K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q4 2024.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.