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

Fidelity 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 		$24 Sell
2
-2
-50% -$25 ﹤0.01% 5348
2025
Q4 		$53 Buy
+4
New +$55 ﹤0.01% 5283
2024
Q3 		– Sell
-1
Closed -$18 – 5485
2024
Q2 		$18 Buy
+1
New +$17 ﹤0.01% 5217

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
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
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's APLY Position: Q1 2026 in Review

Fidelity Investments reduced its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 50% in Q1 2026, selling an estimated $25 and leaving 2 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #5348.

Fidelity Investments first reported a position in APLY in Q2 2024 and has held it in 3 quarters since. The position peaked at $53 in Q4 2025. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

  • Fidelity Investments held 2 shares of YieldMax AAPL Option Income Strategy ETF worth $24 as of Q1 2026.
  • Fidelity Investments sold 2 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $25.
  • YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5348 holding.
  • Fidelity Investments first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2024 and has held it in 3 quarters since.
  • Fidelity Investments's YieldMax AAPL Option Income Strategy ETF position peaked at $53 in Q4 2025.
  • 17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

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