Coppell Advisory Solutions’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-172	Closed	-$3.02K	–	413
2024 Q4	$3.02K	Hold	172	–	–	﹤0.01%	1455
2024 Q3	$3.02K	Buy	172 +2	+1%	+$36	﹤0.01%	1369
2024 Q2	$3.09K	Buy	+170	New	+$2.92K	﹤0.01%	1301
2023 Q4	$5.29K	Buy	+270	New	+$5.19K	﹤0.01%	1091
2023 Q3	–	Sell	-254	Closed	-$5.75K	–	1222
2023 Q2	$5.75K	Buy	+254	New	+$5.4K	﹤0.01%	826

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

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

Coppell Advisory Solutions's APLY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q1 2025, closing a stake of 172 shares — an estimated $3.02K sold.

Coppell Advisory Solutions first reported a position in APLY in Q2 2023 and held it in 5 quarters. The position peaked at $5.75K in Q2 2023. 16 funds tracked by Wall St. Rank hold APLY as of Q1 2025.

Coppell Advisory Solutions reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 172 YieldMax AAPL Option Income Strategy ETF shares in Q1 2025, an estimated $3.02K.
Coppell Advisory Solutions first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's YieldMax AAPL Option Income Strategy ETF position peaked at $5.75K in Q2 2023.
16 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.