Morgan Stanley
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Morgan Stanley’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Morgan Stanley’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 		$7.07K Buy
601
+600
+60,000% +$7.4K ﹤0.01% 7047
2025
Q4 		$19 Sell
1
-299
-100% -$4.09K ﹤0.01% 8091
2025
Q3 		$4.09K Sell
300
-399
-57% -$5.28K ﹤0.01% 7147
2025
Q2 		$9K Hold
699
– – ﹤0.01% 6885
2025
Q1 		$10.6K Buy
699
+397
+131% +$6.45K ﹤0.01% 6783
2024
Q4 		$5.45K Buy
302
+1
+0.3% +$18 ﹤0.01% 6989
2024
Q3 		$5.49K Hold
301
– – ﹤0.01% 6894
2024
Q2 		$5.46K Hold
301
– – ﹤0.01% 6828
2024
Q1 		$5.16K Sell
301
-299
-50% -$5.38K ﹤0.01% 6883
2023
Q4 		$11.8K Buy
600
+299
+99% +$5.75K ﹤0.01% 6794
2023
Q3 		$5.61K Buy
+301
New +$6.21K ﹤0.01% 6887

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 $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 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

Morgan Stanley's APLY Position: Q1 2026 in Review

Morgan Stanley increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 60,000% in Q1 2026, buying an estimated $7.4K and bringing the position to 601 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #7047.

Morgan Stanley first reported a position in APLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.8K in Q4 2023. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

  • Morgan Stanley held 601 shares of YieldMax AAPL Option Income Strategy ETF worth $7.07K as of Q1 2026.
  • Morgan Stanley bought 600 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $7.4K.
  • YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7047 holding.
  • Morgan Stanley first reported a position in YieldMax AAPL Option Income Strategy ETF in Q3 2023 and has held it in 11 quarters since.
  • Morgan Stanley's YieldMax AAPL Option Income Strategy ETF position peaked at $11.8K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.