BFC Planning, Inc.’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

BFC Planning, Inc.’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 Q3	$2.91K	Buy	247 +18	+8%	+$215	﹤0.01%	2895
2026 Q2	$2.65K	Buy	229 +228	+22,800%	+$2.77K	﹤0.01%	2914
2026 Q1	$15	Sell	1 -3,977	-100%	-$49K	﹤0.01%	3013
2025 Q4	$53K	Buy	+3,978	New	+$54.4K	﹤0.01%	1343

Other funds holding APLY

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

BFC Planning, Inc.'s APLY Position: Q3 2026 in Review

BFC Planning, Inc. increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 7.9% in Q3 2026, buying an estimated $215 and bringing the position to 247 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

BFC Planning, Inc. first reported a position in APLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $53K in Q4 2025. 13 funds tracked by Wall St. Rank hold APLY as of Q3 2026.

BFC Planning, Inc. held 247 shares of YieldMax AAPL Option Income Strategy ETF worth $2.91K as of Q3 2026.
BFC Planning, Inc. bought 18 YieldMax AAPL Option Income Strategy ETF shares in Q3 2026, an estimated $215.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2895 holding.
BFC Planning, Inc. first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s YieldMax AAPL Option Income Strategy ETF position peaked at $53K in Q4 2025.
13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.