YieldMax AAPL Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
YieldMax AAPL Option Income Strategy ETF APLY
Morningstar’s Analysis APLY
Will APLY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the APLY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of APLY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bills 0% | 22.53 | 29M | Government |
United States Treasury Bills 0% | 16.79 | 21M | Government |
United States Treasury Bills 0% | 16.64 | 21M | Government |
United States Treasury Bills 0% | 16.37 | 21M | Government |
AAPL US 06/18/26 C275 | 14.26 | 18M | — |
United States Treasury Bills 0% | 8.25 | 11M | Government |
First American Government Obligs X | 6.42 | 8M | Cash and Equivalents |
Cash Offset | 3.84 | 5M | — |
OTHER ASSETS AND LIABILITIES | 1.71 | 2M | — |
AAPL US 06/05/26 C320 | 0.48 | 607,865 | — |
United States