Cavalier Investments’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Cavalier Investments’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	$484K	Buy	41,123 +7,435	+22%	+$91.7K	0.01%	106
2025 Q4	$449K	Buy	33,688 +6,016	+22%	+$82.2K	0.02%	80
2025 Q3	$377K	Buy	27,672 +7,988	+41%	+$106K	0.03%	92
2025 Q2	$253K	Sell	19,684 -17,959	-48%	-$238K	0.08%	71
2025 Q1	$568K	Buy	37,643 +18,858	+100%	+$306K	0.19%	66
2024 Q4	$339K	Buy	+18,785	New	+$336K	0.11%	65

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

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

MCA

McGuire Capital Advisors Bethany, Oklahoma $156M AUM

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

Cavalier Investments's APLY Position: Q1 2026 in Review

Cavalier Investments increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 22% in Q1 2026, buying an estimated $91.7K and bringing the position to 41,123 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #106.

Cavalier Investments first reported a position in APLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $568K in Q1 2025. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

Cavalier Investments held 41,123 shares of YieldMax AAPL Option Income Strategy ETF worth $484K as of Q1 2026.
Cavalier Investments bought 7,435 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $91.7K.
YieldMax AAPL Option Income Strategy ETF made up 0.01% of Cavalier Investments's portfolio in Q1 2026, its #106 holding.
Cavalier Investments first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Cavalier Investments's YieldMax AAPL Option Income Strategy ETF position peaked at $568K in Q1 2025.
17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.