Simplex Trading
APLY icon

Simplex Trading’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Simplex Trading’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 		$635 Sell
54
-49
-48% -$584 ﹤0.01% 8889
2026
Q2 		$1.19K Buy
+103
New +$1.25K ﹤0.01% 8792
2024
Q1 		– Sell
-1,583
Closed -$31K – 8785
2023
Q4 		$31K Buy
+1,583
New +$30.4K ﹤0.01% 6524

Other funds holding APLY

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
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 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
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Simplex Trading's APLY Position: Q3 2026 in Review

Simplex Trading reduced its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 48% in Q3 2026, selling an estimated $584 and leaving 54 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #8889.

Simplex Trading first reported a position in APLY in Q4 2023 and has held it in 3 quarters since. The position peaked at $31K in Q4 2023. 8 funds tracked by Wall St. Rank hold APLY as of Q3 2026.

  • Simplex Trading held 54 shares of YieldMax AAPL Option Income Strategy ETF worth $635 as of Q3 2026.
  • Simplex Trading sold 49 YieldMax AAPL Option Income Strategy ETF shares in Q3 2026, an estimated $584.
  • YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #8889 holding.
  • Simplex Trading first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2023 and has held it in 3 quarters since.
  • Simplex Trading's YieldMax AAPL Option Income Strategy ETF position peaked at $31K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.