Morgan Stanley
APLY icon

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
Q3 		– Sell
-101
Closed -$1.17K – 7913
2026
Q2 		$1.17K Sell
101
-500
-83% -$6.08K ﹤0.01% 7489
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 Buy
301
+1
+0.3% +$18 ﹤0.01% 6883
2023
Q4 		$5.89K Sell
300
-1
-0.3% -$19 ﹤0.01% 6794
2023
Q3 		$5.61K Buy
+301
New +$6.21K ﹤0.01% 6887

Other funds holding APLY

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Stirlingshire Investments
Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Morgan Stanley's APLY Position: Q3 2026 in Review

Morgan Stanley sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q3 2026, closing a stake of 101 shares — an estimated $1.17K sold.

Morgan Stanley first reported a position in APLY in Q3 2023 and held it in 12 quarters. The position peaked at $10.6K in Q1 2025. 16 funds tracked by Wall St. Rank hold APLY as of Q3 2026.

  • Morgan Stanley reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Morgan Stanley sold 101 YieldMax AAPL Option Income Strategy ETF shares in Q3 2026, an estimated $1.17K.
  • Morgan Stanley first reported a position in YieldMax AAPL Option Income Strategy ETF in Q3 2023 and held it in 12 quarters.
  • Morgan Stanley's YieldMax AAPL Option Income Strategy ETF position peaked at $10.6K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.