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 Q2	$36.7K	Buy	3,171 +14	+0.4%	+$170	﹤0.01%	3121
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Steward Partners Investment Advisory's APLY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 0.44% in Q2 2026, buying an estimated $170 and bringing the position to 3,171 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Steward Partners Investment Advisory first reported a position in APLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.1K in Q1 2026. 23 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

Steward Partners Investment Advisory held 3,171 shares of YieldMax AAPL Option Income Strategy ETF worth $36.7K as of Q2 2026.
Steward Partners Investment Advisory bought 14 YieldMax AAPL Option Income Strategy ETF shares in Q2 2026, an estimated $170.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3121 holding.
Steward Partners Investment Advisory first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's YieldMax AAPL Option Income Strategy ETF position peaked at $37.1K in Q1 2026.
23 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.