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Zega Financial’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

Zega Financial’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
2024
Q3 		– Sell
-13,703
Closed -$248K – 113
2024
Q2 		$248K Buy
+13,703
New +$236K 0.04% 98
2024
Q1 		– Sell
-13,133
Closed -$258K – 108
2023
Q4 		$258K Buy
+13,133
New +$253K 0.08% 86

Other funds holding APLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Zega Financial's APLY Position: Q3 2024 in Review

Zega Financial sold out of YieldMax AAPL Option Income Strategy ETF (APLY) in Q3 2024, closing a stake of 13,703 shares — an estimated $248K sold.

Zega Financial first reported a position in APLY in Q4 2023 and held it in 2 quarters. The position peaked at $258K in Q4 2023. 15 funds tracked by Wall St. Rank hold APLY as of Q3 2024.

  • Zega Financial reported no remaining YieldMax AAPL Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 13,703 YieldMax AAPL Option Income Strategy ETF shares in Q3 2024, an estimated $248K.
  • Zega Financial first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's YieldMax AAPL Option Income Strategy ETF position peaked at $258K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.