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EPG Wealth Management’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

EPG Wealth Management’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
-4,115
Closed -$62.1K – 322
2025
Q1 		$62.1K Buy
4,115
+247
+6% +$4.01K 0.02% 274
2024
Q4 		$69.8K Buy
3,868
+229
+6% +$4.1K 0.02% 277
2024
Q3 		$66.2K Buy
+3,639
New +$65.2K 0.02% 283
2024
Q2 		– Sell
-3,199
Closed -$55K – 303
2024
Q1 		$54.9K Buy
3,199
+77
+2% +$1.39K 0.01% 310
2023
Q4 		$57.1K Buy
3,122
+289
+10% +$5.56K 0.02% 300
2023
Q3 		$52.8K Buy
+2,833
New +$58.4K 0.02% 294

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AF
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
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's APLY Position: Q2 2025 in Review

EPG Wealth Management sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q2 2025, closing a stake of 4,115 shares — an estimated $62.1K sold.

EPG Wealth Management first reported a position in APLY in Q3 2023 and held it in 6 quarters. The position peaked at $69.8K in Q4 2024. 18 funds tracked by Wall St. Rank hold APLY as of Q2 2025.

  • EPG Wealth Management reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 4,115 YieldMax AAPL Option Income Strategy ETF shares in Q2 2025, an estimated $62.1K.
  • EPG Wealth Management first reported a position in YieldMax AAPL Option Income Strategy ETF in Q3 2023 and held it in 6 quarters.
  • EPG Wealth Management's YieldMax AAPL Option Income Strategy ETF position peaked at $69.8K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.