Morningstar

YieldMax AAPL Option Income Strategy ETF APLY

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis APLY

Will APLY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APLY’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax AAPL Option Income Strategy ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings APLY

More APLY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.38%

25.79 29M
Government

United States Treasury Bills 0%

24.45 27M
Government

Aapl 12/18/2026 310.01 C

23.12 26M
—

United States Treasury Bills 0%

14.53 16M
Government

United States Treasury Notes 2.38%

13.77 15M
Government

OTHER ASSETS AND LIABILITIES

5.78 6M
—

First American Government Obligs X

2.66 3M
Cash and Equivalents

United States Treasury Bills 0%

1.83 2M
Government

AAPL US 10/30/26 C355

0.37 417,555
—

AAPL US 10/30/26 C352.5

0.33 371,452
—

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