Derivative Income · BATS · USD · Data as of 2026-07-30
AUM
$6.16M
Expense ratio
0.99%
Yield
3.24%
YTD return
+5.78%
Last price
$28.57
Broad Equity · Coverage 100% · medium
Today
53.8
Outlook
49.8
Block A (composite-derived)
47.1
Block C (market behavior)
57.1
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
47.1
Coverage 100% · high
Liquidity
5.0
Expenses
45.0
Performance
21.1
Volatility
6.7
Dividend
59.2
Concentration
95.0
Smart Money
100.0
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) is an exchange-traded fund from Kurv Investment Management Inc. in the Mixed asset class. Launched in 2023. Assets under management: 5,380,335.
Bullish Whales composite rating: 47 out of 100. Evidence coverage 100% across 8 of 8 axes. Strongest axes: smart-money flow, activist exposure, concentration.
Annualized one-year realized volatility 21%, classified moderate. Weakest axes: liquidity, volatility.
Top-10 weight 0%, diversified, led by FIGXX. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, liquidity_score, smart_money_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yKurv Yield Premium Strategy Apple ETF is an actively managed exchange-traded fund designed to generate current income while maintaining economic exposure to the share price of Apple Inc. today. The fund implements an options-based approach, primarily using a synthetic covered call strategy on Apple stock, collateralized by cash and short-term fixed income instruments. Through the systematic writing of options, it seeks to deliver monthly cash distributions, accepting a cap on upside participation in Apple’s share price in exchange for option premium income. As a single-stock, yield-focused equity strategy, Kurv Yield Premium Strategy Apple ETF sits at the intersection of technology equity exposure and income-oriented products, appealing to market participants who prioritize cash flow from a growth-oriented underlying company that pays limited or no dividends. The fund is part of the Kurv Investment Management lineup of yield premium strategies, which specialize in options-based income solutions on individual growth stocks.
30-day change
$780.1K
90-day change
—
Current AUM: $6,160,460. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for AAPY are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.