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 Q2	$638K	Buy	55,172 +14,049	+34%	+$171K	0.03%	63
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 $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cavalier Investments's APLY Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 34% in Q2 2026, buying an estimated $171K and bringing the position to 55,172 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #63.

Cavalier Investments first reported a position in APLY in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

Cavalier Investments held 55,172 shares of YieldMax AAPL Option Income Strategy ETF worth $638K as of Q2 2026.
Cavalier Investments bought 14,049 YieldMax AAPL Option Income Strategy ETF shares in Q2 2026, an estimated $171K.
YieldMax AAPL Option Income Strategy ETF made up 0.03% of Cavalier Investments's portfolio in Q2 2026, its #63 holding.
Cavalier Investments first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
23 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.