StockNews.AI

From $100M to $250M in 3 Months: TappAlpha's Rapid Growth Continues as It Looks to Define Growth + Income Investing

StockNews.AI • 4 hours

TDAQSPYQQQ
High Materiality8/10

Information

SEATTLE, Jan. 13, 2026 (GLOBE NEWSWIRE) -- TappAlpha, an ETF platform helping define the Growth + In...

Original source

AI Summary

TappAlpha's AUM surpassed $250 million in three months. Growing investor demand for TSPY and TDAQ is fueling growth. TSPY uses a 0DTE covered call strategy for income generation. Partnership with Tuttle Capital introduces leveraged versions of TSPY. TappAlpha aims for further ETF strategy expansions.

Sentiment Rationale

TSPY's significant AUM growth indicates strong investor interest. Similar trends have led to price increases in active ETFs historically.

Trading Thesis

As TappAlpha expands its offerings and increases AUM, it could sustain growth trajectory for TSPY over time.

Market-Moving

  • TappAlpha's AUM surpassed $250 million in three months.
  • Growing investor demand for TSPY and TDAQ is fueling growth.
  • TSPY uses a 0DTE covered call strategy for income generation.

Key Facts

  • TappAlpha's AUM surpassed $250 million in three months.
  • Growing investor demand for TSPY and TDAQ is fueling growth.
  • TSPY uses a 0DTE covered call strategy for income generation.
  • Partnership with Tuttle Capital introduces leveraged versions of TSPY.
  • TappAlpha aims for further ETF strategy expansions.

Companies Mentioned

  • TDAQ (TDAQ)
  • SPY (SPY)
  • QQQ (QQQ)

Market Recap

The growth in AUM and the introduction of new strategies demonstrate a growing trust in TSPY that could positively influence pricing.

TappAlpha Surpasses $250 Million in Assets Under Management Just Three Months After Hitting $100 Million

SEATTLE, Jan. 13, 2026 (GLOBE NEWSWIRE) -- TappAlpha, an innovative ETF platform redefining the Growth + Income investing landscape, has announced a significant milestone: the firm has exceeded $250 million in assets under management (AUM) in a mere three months following the achievement of $100 million. This remarkable growth trajectory has been attributed to heightened demand from both advisors and investors for TSPY and TDAQ, two actively managed ETFs that combine daily income generation with exposure to leading market indices.

Understanding TSPY and TDAQ

TSPY (Nasdaq: TSPY), launched in August 2024, delivers core exposure to the S&P 500, enhanced by a daily zero days to expiration (0DTE) covered call strategy. This strategy is designed to generate consistent, tax-efficient monthly income for investors. Meanwhile, TDAQ (Cboe: TDAQ), which debuted in September 2025, utilizes the same daily income engine for the Nasdaq-100, enabling investors to capitalize on growth in the tech sector while pursuing steady income.

Both funds aim to provide investors with:

  • Core equity investment opportunities
  • Recurring income generation
  • A balanced approach to yield vs. upside potential

CEO Insights on Rapid Growth

Commenting on the firm's recent success, Si Katara, Founder and CEO of TappAlpha stated, “We’re grateful for the trust investors and advisors have placed in TappAlpha. Surpassing $250 million in AUM reflects a clear appetite for a new approach to tax-efficient growth + income—one that’s simple, transparent, and built for modern portfolios. That principle has guided everything we’ve built.”

Expansion Plans and New Offerings

TappAlpha is not only experiencing impressive growth but also expanding its service offerings. The firm has partnered with Tuttle Capital Management to introduce the T² Lift™ Series, which includes lightly leveraged versions of TSPY and TDAQ. These new products are engineered to provide 30% more exposure to the growth and income strategies that investors currently trust.

With further strategies in development, TappAlpha continues to focus on simplifying the investment process for everyday investors and advisors, ensuring that its platform remains accessible and actionable.

About TappAlpha

Founded in 2023, TappAlpha is committed to shaping the Growth + Income investment category through disciplined, rules-based overlays on the world’s most trusted benchmarks. The firm combines innovative strategies with straightforward methods designed to unlock income potential and enhance long-term portfolio outcomes.

Important Disclosures

Potential investors are encouraged to carefully evaluate the investment objectives, risks, charges, and expenses associated with the ETFs highlighted in this article. Detailed information is available in the prospectus, which can be accessed at TappAlphaFunds.com or by calling (844) 403-2888. The prospectus should be thoroughly reviewed before making investment decisions.

Investing in securities involves risks, including the potential loss of principal. Investors should note that ETFs face additional risks distinct from conventional mutual funds.

Contact Information

For media inquiries, please contact TappAlpha at info@tappalpha.com.

Related News