ZI
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ZEGA Investments’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History

ZEGA Investments’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 		$263K Sell
22,731
-2,579
-10% -$31.4K 0.03% 244
2026
Q1 		$298K Buy
25,310
+6,570
+35% +$81K 0.03% 229
2025
Q4 		$250K Buy
18,740
+6,531
+53% +$89.3K 0.03% 154
2025
Q3 		$166K Buy
+12,209
New +$162K 0.02% 152
2025
Q2 		– Sell
-11,229
Closed -$170K – 144
2025
Q1 		$170K Buy
11,229
+1,023
+10% +$16.6K 0.03% 132
2024
Q4 		$162K Buy
+10,206
New +$183K 0.04% 126

Other funds holding APLY

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

ZEGA Investments's APLY Position: Q2 2026 in Review

ZEGA Investments reduced its YieldMax AAPL Option Income Strategy ETF (APLY) stake by 10% in Q2 2026, selling an estimated $31.4K and leaving 22,731 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #244.

ZEGA Investments first reported a position in APLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q1 2026. 13 funds tracked by Wall St. Rank hold APLY as of Q2 2026.

  • ZEGA Investments held 22,731 shares of YieldMax AAPL Option Income Strategy ETF worth $263K as of Q2 2026.
  • ZEGA Investments sold 2,579 YieldMax AAPL Option Income Strategy ETF shares in Q2 2026, an estimated $31.4K.
  • YieldMax AAPL Option Income Strategy ETF made up 0.03% of ZEGA Investments's portfolio in Q2 2026, its #244 holding.
  • ZEGA Investments first reported a position in YieldMax AAPL Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's YieldMax AAPL Option Income Strategy ETF position peaked at $298K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held YieldMax AAPL Option Income Strategy ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.