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 Q2	$12	Sell	1 -1	-50%	-$12	﹤0.01%	5521
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

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

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 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

Fidelity Investments's APLY Position: Q2 2026 in Review

Fidelity Investments reduced its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 50% in Q2 2026, selling an estimated $12 and leaving 1 share worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #5521.

Fidelity Investments first reported a position in APLY in Q2 2024 and has held it in 4 quarters since. The position peaked at $53 in Q4 2025. 23 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

Fidelity Investments held 1 share of YieldMax AAPL Option Income Strategy ETF worth $12 as of Q2 2026.
Fidelity Investments sold 1 YieldMax AAPL Option Income Strategy ETF share in Q2 2026, an estimated $12.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5521 holding.
Fidelity Investments first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2024 and has held it in 4 quarters since.
Fidelity Investments's YieldMax AAPL Option Income Strategy ETF position peaked at $53 in Q4 2025.
23 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

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