GAFA
APLY icon

Garton & Associates Financial Advisors’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,560
Closed -$20.8K – 151
2025
Q4 		$20.8K Buy
+1,560
New +$21.3K 0.01% 618

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $183M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garton & Associates Financial Advisors's APLY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q1 2026, closing a stake of 1,560 shares — an estimated $20.8K sold.

Garton & Associates Financial Advisors first reported a position in APLY in Q4 2025 and held it in 1 quarter. The position peaked at $20.8K in Q4 2025. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,560 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $20.8K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax AAPL Option Income Strategy ETF position peaked at $20.8K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.