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Not Investment Advice

MSTY

YieldMax MSTR Option Income Strategy ETF
1W: -1.9% 1M: +2.8% 3M: -26.0% YTD: -15.7% 1Y: -62.3%
$23.04
-0.38 (-1.62%)
After Hours: $23.24 (+0.20, +0.87%)
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings25
Top 10 Wt65.9%
Beta2.28
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 26 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 26 of 26 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Cash & Other Cash 42.68% $476.7M 476,708,521
2 United States Treasury Bill 08/06/2026 Bond 912797RG4 14.51% $162.1M 164,343,000
3 United States Treasury Bill 07/09/2026 Bond 912797RF6 13.76% $153.7M 155,460,000
4 United States Treasury Bill 06/11/2026 Bond 912797QX8 10.80% $120.7M 121,688,000
5 United States Treasury Bill 09/03/2026 Bond 912797RS8 7.42% $82.9M 84,275,000
6 MSTR US 05/15/26 C140 Private MSTR 260515C00140000 4.69% $52.4M 30,000
7 MSTR US 04/17/26 C135 Private MSTR 260417C00135000 4.29% $47.9M 32,540
8 United States Treasury Bill 04/09/2026 Bond 912797SL2 3.02% $33.8M 33,848,000
9 United States Treasury Bill 05/12/2026 Bond 912797TR8 2.94% $32.9M 33,049,000
10 MSTR US 04/17/26 C130 Private MSTR 260417C00130000 2.74% $30.6M 17,175
11 First American Government Obligations Fund 12/01/2031 Swap FGXXX 1.69% $18.9M 18,895,415
12 MSTR US 03/20/26 C149 Private MSTR 260320C00149000 0.08% $859,675 12,550
13 MSTR US 03/20/26 C147 Private MSTR 260320C00147000 0.05% $515,000 5,000
14 MSTR US 03/20/26 C155 Private MSTR 260320C00155000 0.02% $249,588 12,175
15 MSTR US 03/20/26 C157.5 Private MSTR 260320C00157500 0.02% $249,615 18,490
16 MSTR US 03/20/26 C152.5 Private MSTR 260320C00152500 0.02% $251,250 7,500
17 MSTR US 03/20/26 C160 Private MSTR 260320C00160000 —% $23,750 2,500
18 MSTR US 03/20/26 C148 Private MSTR 260320C00148000 -0.04% $-392,700 -4,675
19 MSTR US 03/20/26 C150 Private MSTR 260320C00150000 -0.07% $-765,010 -13,540
20 MSTR US 03/20/26 C145 Private MSTR 260320C00145000 -0.14% $-1,525,000 -10,000
21 MSTR US 03/20/26 C140 Private MSTR 260320C00140000 -0.16% $-1,787,500 -5,000
22 MSTR US 03/20/26 C142 Private MSTR 260320C00142000 -0.23% $-2,610,000 -10,000
23 MSTR US 03/20/26 C141 Private MSTR 260320C00141000 -0.41% $-4,612,500 -15,000
24 MSTR 04/17/2026 130.01 P Private 2MSTR 260417P00130010 -1.02% $-11,418,009 -17,175
25 MSTR 04/17/2026 135.01 P Private 2MSTR 260417P00135010 -2.47% $-27,534,024 -32,540
26 MSTR 05/15/2026 140.01 P Private 2MSTR 260515P00140010 -4.22% $-47,117,295 -30,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms