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Tucker Asset Management’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Tucker Asset Management’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
2023
Q4 		– Sell
-320
Closed -$5.96K – 1471
2023
Q3 		$5.96K Buy
320
+220
+220% +$4.54K ﹤0.01% 787
2023
Q2 		$2.28K Buy
+100
New +$2.13K ﹤0.01% 829

Other funds holding APLY

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
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tucker Asset Management's APLY Position: Q4 2023 in Review

Tucker Asset Management sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q4 2023, closing a stake of 320 shares — an estimated $5.96K sold.

Tucker Asset Management first reported a position in APLY in Q2 2023 and held it in 2 quarters. The position peaked at $5.96K in Q3 2023. 10 funds tracked by Wall St. Rank hold APLY as of Q4 2023.

  • Tucker Asset Management reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 320 YieldMax AAPL Option Income Strategy ETF shares in Q4 2023, an estimated $5.96K.
  • Tucker Asset Management first reported a position in YieldMax AAPL Option Income Strategy ETF in Q2 2023 and held it in 2 quarters.
  • Tucker Asset Management's YieldMax AAPL Option Income Strategy ETF position peaked at $5.96K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.