Core Insights - TappAlpha has surpassed $250 million in assets under management (AUM) just three months after reaching the $100 million milestone, indicating strong demand for its investment products [2][3] - The growth is attributed to the popularity of TSPY and TDAQ, two actively managed ETFs that provide daily income overlays while offering exposure to the S&P 500 and Nasdaq-100 [2][4] Company Overview - TappAlpha was founded in 2023 and aims to simplify investing through disciplined, rules-based strategies that enhance income potential while supporting long-term portfolio outcomes [7] - The company focuses on creating transparent and actionable investment solutions for everyday investors and advisors [5][7] Product Details - TSPY, launched in August 2024, targets core exposure to the S&P 500 and employs a daily zero days to expiration (0DTE) covered call strategy to generate consistent, tax-efficient monthly income [3][4] - TDAQ, introduced in September 2025, offers similar daily income strategies for investors looking to capitalize on tech sector growth while maintaining tax efficiency [4] Strategic Partnerships - TappAlpha has partnered with Tuttle Capital Management to launch the T² Lift™ Series, which provides light leveraged versions of TSPY and TDAQ, designed to deliver 30% more exposure to the underlying growth and income strategies [4]

Core Insights - TappAlpha has achieved significant growth, surpassing $250 million in assets under management (AUM) within three months of reaching the $100 million milestone, driven by strong demand for its actively managed ETFs TSPY and TDAQ [3][4]. Company Overview - TappAlpha is focused on defining the Growth + Income investing category through innovative, tax-efficient strategies that are simple and transparent for investors [4][9]. - The company was founded in 2023 and aims to make investing accessible and actionable for everyday investors and advisors [9]. Product Offerings - TSPY, launched in August 2024, provides core exposure to the S&P 500 with a daily zero days to expiration (0DTE) covered call strategy to generate consistent, tax-efficient monthly income [4][5]. - TDAQ, introduced in September 2025, offers similar daily income strategies for the Nasdaq-100, allowing investors to benefit from tech sector growth while seeking consistent income [5]. - TappAlpha has partnered with Tuttle Capital Management to create the T² Lift™ Series, which offers leveraged versions of TSPY and TDAQ, designed to provide 30% more exposure to growth and income strategies [5]. Market Demand - There is a clear appetite among investors and advisors for new approaches to tax-efficient growth and income, as evidenced by the rapid increase in AUM [4][6]. - The firm is committed to expanding its platform with additional strategies in development to meet the evolving needs of investors [6].