Blue Bell Private Wealth Management’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Blue Bell Private 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	$255	Hold	22	–	–	﹤0.01%	701
2026 Q1	$259	Hold	22	–	–	﹤0.01%	708
2025 Q4	$293	Hold	22	–	–	﹤0.01%	708
2025 Q3	$300	Sell	22 -30	-58%	-$397	﹤0.01%	717
2025 Q2	$669	Sell	52 -30	-37%	-$397	﹤0.01%	693
2025 Q1	$1.24K	Buy	82 +30	+58%	+$487	﹤0.01%	653
2024 Q4	$938	Buy	+52	New	+$931	﹤0.01%	632

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

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

Blue Bell Private Wealth Management's APLY Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its YieldMax AAPL Option Income Strategy ETF (APLY) position steady in Q2 2026 at 22 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Blue Bell Private Wealth Management first reported a position in APLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24K in Q1 2025. 13 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

Blue Bell Private Wealth Management held 22 shares of YieldMax AAPL Option Income Strategy ETF worth $255 as of Q2 2026.
Blue Bell Private Wealth Management left its YieldMax AAPL Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #701 holding.
Blue Bell Private Wealth Management first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Blue Bell Private Wealth Management's YieldMax AAPL Option Income Strategy ETF position peaked at $1.24K in Q1 2025.
13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.