Carson Wealth (CWM LLC)’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Carson Wealth (CWM LLC)’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	$6	Hold	1	–	–	﹤0.01%	5652
2025 Q4	$0	Hold	1	–	–	﹤0.01%	5356
2025 Q3	$0	Hold	1	–	–	﹤0.01%	5246
2025 Q2	$0	Hold	1	–	–	﹤0.01%	5104
2025 Q1	$0	Hold	1	–	–	﹤0.01%	5040
2024 Q4	$0	Hold	1	–	–	﹤0.01%	4890
2024 Q3	$0	Hold	1	–	–	﹤0.01%	4805
2024 Q2	$0	Buy	+1	New	+$17	﹤0.01%	4569

Other funds holding APLY

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

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its YieldMax AAPL Option Income Strategy ETF (APLY) position steady in Q1 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #5652.

Carson Wealth (CWM LLC) first reported a position in APLY in Q2 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

Carson Wealth (CWM LLC) held 1 share of YieldMax AAPL Option Income Strategy ETF worth $6 as of Q1 2026.
Carson Wealth (CWM LLC) left its YieldMax AAPL Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5652 holding.
Carson Wealth (CWM LLC) first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.