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YMAX

YieldMax Universe Fund of Option Income ETFs
1W: -4.8% 1M: -7.5% 3M: -22.8% YTD: -15.6% 1Y: -19.6%
$7.86
-0.14 (-1.75%)
After Hours: $7.82 (-0.04, -0.51%)
ETF AMEX · AUM $441.7M
ETF-Level Metrics
AUM$442M
Holdings21
Top 10 Wt61.4%
Beta1.32
% 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

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 19 97.6%
Other 3 2.4%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 22 of 22 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 YieldMax MRNA Option Income Strategy ETF MRNY 7.80% $32.6M 1,729,220 $96M Financial Services
2 YieldMax HIMS Option Income Strategy ETF HIYY 7.55% $31.6M 2,013,223 Financial Services
3 YieldMax NFLX Option Income Strategy ETF NFLY 7.35% $30.7M 2,818,277 $73M Financial Services
4 YieldMaxTM PLTR Option Income Strategy ETF PLTY 6.97% $29.2M 722,725 $389M Financial Services
5 YieldMax PYPL Option Income Strategy ETF PYPY 6.21% $26.0M 908,375 $24M Financial Services
6 YieldMax ABNB Option Income Strategy ETF ABNY 5.86% $24.5M 589,103 $31M Financial Services
7 YieldMax XYZ Option Income Strategy ETF XYZY 5.34% $22.3M 881,296 $31M Financial Services
8 YieldMax Innovation Option Income Strategy ETF OARK 4.92% $20.6M 646,599 $47M Financial Services
9 YieldMax MARA Option Income Strategy ETF MARO 4.75% $19.9M 3,496,927 $41M Financial Services
10 Yieldmax Amzn Option Income ETF AMZY 4.68% $19.6M 1,766,498 $218M Financial Services
11 YieldMax COIN Option Income Strategy ETF CONY 4.67% $19.5M 647,605 $459M Financial Services
12 Yieldmax CRCL Option Income Strategy ETF CRCO 4.54% $19.0M 610,381 Financial Services
13 YieldMax HOOD Option Income Strategy ETF HOOY 4.41% $18.5M 618,877 $120M Financial Services
14 YieldMax SNOW Option Income Strategy ETF SNOY 4.20% $17.5M 1,982,448 $49M Financial Services
15 YieldMax Bitcoin Option Income Strategy ETF YBIT 4.15% $17.4M 704,063 $48M Financial Services
16 YieldMax MSFT Option Income Strategy ETF MSFO 3.92% $16.4M 1,342,985 $93M Financial Services
17 Yieldmax Smci Option Income Strategy ETF SMCY 3.61% $15.1M 2,065,961 $104M Financial Services
18 YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY 3.49% $14.6M 679,677 $107M Financial Services
19 YieldMax MSTR Option Income Strategy ETF MSTY 3.19% $13.3M 562,833 $1.5B Financial Services
20 Cash & Other Cash 1.44% $6.0M 6,039,267
21 YieldMax MSTR Performance & Income Target 25 ETF Private MSST 0.72% $3.0M 82,097
22 First American Government Obligations Fund 12/01/2031 Swap FGXXX 0.24% $996,138 996,138

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