UBS Group’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

UBS Group’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	$6.85K	Buy	+582	New	+$6.94K	﹤0.01%	9369
2025 Q3	–	Sell	-1,400	Closed	-$18K	–	10315
2025 Q2	$18K	Buy	1,400 +1,300	+1,300%	+$17.2K	﹤0.01%	8514
2025 Q1	$1.51K	Buy	100 +30	+43%	+$487	﹤0.01%	9495
2024 Q4	$1.26K	Buy	+70	New	+$1.25K	﹤0.01%	9280
2024 Q2	–	Sell	-1,484	Closed	-$25.5K	–	9490
2024 Q1	$25.5K	Buy	+1,484	New	+$26.7K	﹤0.01%	6809
2023 Q4	–	Sell	-1,953	Closed	-$36.4K	–	9273
2023 Q3	$36.4K	Buy	+1,953	New	+$40.3K	﹤0.01%	6486

Other funds holding APLY

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

UBS Group's APLY Position: Q3 2026 in Review

UBS Group opened a new position in YieldMax AAPL Option Income Strategy ETF (APLY) in Q3 2026: 582 shares worth $6.85K. The stake represents ﹤0.01% of the portfolio and ranks #9369 among its holdings. This is a return to the name: UBS Group previously reported a position in APLY as recently as Q2 2025.

UBS Group first reported a position in APLY in Q3 2023 and has held it in 6 quarters since. The position peaked at $36.4K in Q3 2023. 13 funds tracked by Wall St. Rank hold APLY as of Q3 2026.

UBS Group held 582 shares of YieldMax AAPL Option Income Strategy ETF worth $6.85K as of Q3 2026.
YieldMax AAPL Option Income Strategy ETF was a new UBS Group position in Q3 2026.
YieldMax AAPL Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9369 holding.
UBS Group first reported a position in YieldMax AAPL Option Income Strategy ETF in Q3 2023 and has held it in 6 quarters since.
UBS Group's YieldMax AAPL Option Income Strategy ETF position peaked at $36.4K in Q3 2023.
13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.