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Not Investment Advice

XYZY

YieldMax XYZ Option Income Strategy ETF
1W: -0.8% 1M: +4.7% 3M: -22.2% YTD: -16.9% 1Y: -31.6%
$25.89
+0.23 (+0.90%)
After Hours: $25.63 (-0.26, -1.00%)
ETF AMEX · AUM $31.5M
ETF-Level Metrics
AUM$32M
Holdings16
Top 10 Wt77.3%
Beta2.49
% 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 17 99.8%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 17 of 17 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Cash & Other Cash 46.92% $14.0M 13,960,884
2 United States Treasury Bill 08/06/2026 Bond 912797RG4 20.62% $6.1M 6,221,000
3 United States Treasury Bill 07/09/2026 Bond 912797RF6 19.64% $5.8M 5,911,000
4 United States Treasury Bill 09/03/2026 Bond 912797RS8 12.56% $3.7M 3,800,000
5 United States Treasury Bill 06/11/2026 Bond 912797QX8 11.71% $3.5M 3,515,000
6 United States Treasury Bill 05/12/2026 Bond 912797TR8 7.25% $2.2M 2,170,000
7 XYZ US 05/15/26 C70 Private XYZ 260515C00070000 3.19% $950,530 5,180
8 First American Government Obligations Fund 12/01/2031 Swap FGXXX 1.89% $563,460 563,460
9 BLOCK I CLL OPT 03/26 64 Private XYZ 260327C00064000 0.24% $70,538 2,475
10 BLOCK I CLL OPT 03/26 65 Private XYZ 260327C00065000 0.09% $25,625 1,250
11 BLOCK I CLL OPT 03/26 63 Private XYZ 260327C00063000 0.07% $20,250 500
12 XYZ US 03/20/26 C66 Private XYZ 260320C00066000 0.01% $3,820 955
13 XYZ US 03/20/26 C63 Private XYZ 260320C00063000 -0.02% $-6,208 -955
14 BLOCK I CLL OPT 03/26 60 Private XYZ 260327C00060000 -0.18% $-54,750 -500
15 BLOCK I CLL OPT 03/26 62 Private XYZ 260327C00062000 -0.24% $-71,250 -1,250
16 BLOCK I CLL OPT 03/26 61 Private XYZ 260327C00061000 -0.66% $-195,525 -2,475
17 XYZ 05/15/2026 70.01 P Private 2XYZ 260515P00070010 -23.26% $-6,921,743 -5,180

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