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Steward Partners Investment Advisory’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Steward Partners Investment Advisory’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 		$37.1K Buy
3,157
+752
+31% +$9.27K ﹤0.01% 2934
2025
Q4 		$32.1K Sell
2,405
-28
-1% -$383 ﹤0.01% 2907
2025
Q3 		$33.1K Buy
2,433
+377
+18% +$4.99K ﹤0.01% 2817
2025
Q2 		$26.5K Buy
+2,056
New +$27.2K ﹤0.01% 2787

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's APLY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 31% in Q1 2026, buying an estimated $9.27K and bringing the position to 3,157 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Steward Partners Investment Advisory first reported a position in APLY in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold APLY as of Q1 2026.

  • Steward Partners Investment Advisory held 3,157 shares of YieldMax AAPL Option Income Strategy ETF worth $37.1K as of Q1 2026.
  • Steward Partners Investment Advisory bought 752 YieldMax AAPL Option Income Strategy ETF shares in Q1 2026, an estimated $9.27K.
  • YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2934 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.