Cambridge Investment Research Advisors’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Cambridge Investment Research 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
2025 Q2	–	Sell	-14,292	Closed	-$216K	–	3619
2025 Q1	$216K	Buy	14,292 +743	+5%	+$12.1K	﹤0.01%	3139
2024 Q4	$244K	Sell	13,549 -1,107	-8%	-$19.8K	﹤0.01%	3012
2024 Q3	$267K	Sell	14,656 -105	-0.7%	-$1.88K	﹤0.01%	2913
2024 Q2	$267K	Sell	14,761 -215	-1%	-$3.7K	﹤0.01%	2797
2024 Q1	$257K	Buy	+14,976	New	+$269K	﹤0.01%	2829

Other funds holding APLY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's APLY Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q2 2025, closing a stake of 14,292 shares — an estimated $216K sold.

Cambridge Investment Research Advisors first reported a position in APLY in Q1 2024 and held it in 5 quarters. The position peaked at $267K in Q3 2024. 18 funds tracked by Wall St. Rank hold APLY as of Q2 2025.

Cambridge Investment Research Advisors reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 14,292 YieldMax AAPL Option Income Strategy ETF shares in Q2 2025, an estimated $216K.
Cambridge Investment Research Advisors first reported a position in YieldMax AAPL Option Income Strategy ETF in Q1 2024 and held it in 5 quarters.
Cambridge Investment Research Advisors's YieldMax AAPL Option Income Strategy ETF position peaked at $267K in Q3 2024.
18 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.