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

Avion Wealth’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
Q1 		– Sell
-100
Closed -$1K – 1224
2025
Q4 		$1K Hold
100
– – ﹤0.01% 966
2025
Q3 		$1K Buy
+100
New +$1.32K ﹤0.01% 941

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avion Wealth's APLY Position: Q1 2026 in Review

Avion Wealth sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q1 2026, closing a stake of 100 shares — an estimated $1K sold.

Avion Wealth first reported a position in APLY in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q4 2025. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

  • Avion Wealth reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 100 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $1K.
  • Avion Wealth first reported a position in YieldMax AAPL Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Avion Wealth's YieldMax AAPL Option Income Strategy ETF position peaked at $1K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.