YieldMax MSFT Option Income Strategy ETF

MSFO

Market cap $144M

Overview Fund Activity

17.46 USD

-0.14

0.8%

At close Updated Sep 16, 4:00 PM EDT

Pre-market

After hours

17.50

+0.04

0.23%

1 day

-0.8%

5 days

0.63%

1 month

-2.78%

3 months

-1.8%

6 months

8.18%

Year to date

-4.22%

1 year

-12.26%

5 years

-13.48%

10 years

-13.48%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

19,050% more call options, than puts

Call options by funds: $383K | Put options by funds: $2K

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

50% more funds holding

Funds holding: 12 [Q1] → 18 (+6) [Q2]

15% more capital invested

Capital invested by funds: $69.8M [Q1] → $80.6M (+$10.7M) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.34% less ownership

Funds ownership: 63.52% [Q1] → 63.18% (-0.34%) [Q2]

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Financial journalist opinion

MSFO: Decent Income, But Hold Expectations Realistic

Microsoft is positioned as a stable retiree asset, with growth driven by AI monetization and a growing dividend. The YieldMax MSFT Option Income Strategy ETF offers an aggressive ~32% yield via a buywrite strategy, suitable for retirement income. MSFO's upside capture is limited and downside protection is modest; its effectiveness depends on MSFT's low volatility profile.

MSFO: Decent Income, But Hold Expectations Realistic

24/7 Wall Street

Putting almost $200k in to Yieldmax ETFs was an experience

Key Points in This Article: A big $200,000 bet on YieldMax covered call ETFs was made in pursuit of ultra-high yields.

Putting almost $200k in to Yieldmax ETFs was an experience

30 April Ideal "Safer" Monthly Paying Dividend Stocks And 80 Funds

Investing $1,000 in top-yielding MoPay stocks can yield significant returns, with estimated gains of 21.06% to 40.99% by April 2026. MoPay stocks are affordable but come with higher volatility and risk, making them suitable for investors seeking high yields despite potential market fluctuations. Analyst predictions for MoPay stocks are 60% accurate for top gainers, but caution is advised as accuracy on the degree of change is low.

30 April Ideal "Safer" Monthly Paying Dividend Stocks And 80 Funds

MSFO: Strategic Use Of Options Helps Support High Dividend Yield

YieldMax MSFT Option Income Strategy ETF offers high income through option premiums, but caps upside and exposes investors to single stock risk. MSFO's synthetic covered call strategy mimics MSFT's price action, generating income by selling out-of-the-money call options, but may underperform in strong bull markets. Despite a 29% dividend yield, MSFO's price has declined; ideal for income-focused investors and best held in tax-advantaged accounts due to tax implications.

MSFO: Strategic Use Of Options Helps Support High Dividend Yield

86 MoPay Dividend Stocks, 80 Funds And 25 'Safer' Buys From December

December's MoPay equities offer high-yield, volatile bargains with dividends from $1K investments exceeding share prices, making now an opportune time to buy. Top ten MoPay stocks could net 13.37% to 38.38% gains by December 2025, based on analyst target prices and dividends. Analysts' estimates show a 21.81% average net gain for $1K invested in each of the top ten MoPay stocks, with 16% higher risk/volatility.

86 MoPay Dividend Stocks, 80 Funds And 25 'Safer' Buys From December

24 November Ideal 'Safer' MoPay Dividend Dogs From 87 Equities And 80 Funds

Imagine stocks and funds paying you dividends monthly! Your angst awaiting payout is reduced 300%, or more, compared to quarterly, semi-annual, or (ugh) annual doles! These November U.S. exchanged monthly paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by yield (87); 2. Stock by price upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by yield >10% (80); 4. 'Safer' Ideal-cash-rich (24). Items: 1. Top MoPay stock gains; 2. Overall best MoPay gainers; 3. Funds vs. Equities; 4. Fund risks/rewards. 5. Safer Equity Rankings, all per prices as of 11/22/24.

24 November Ideal 'Safer' MoPay Dividend Dogs From 87 Equities And 80 Funds

A Look At My 10 ETF Holdings

My investment strategy focuses on generating income from dividends and distributions, supplemented by writing covered calls and cash-secured puts. More broadly, I hold a mix of high-yield and dividend-growth investments, with the approach of both receiving high cash flow and seeing it grow over time as well. With my ETF approach, there are funds that fit both of these categories, some really "boring" names and then those that get more interesting in the "reaching-for-yield" category.

A Look At My 10 ETF Holdings

YieldMax™ ETFs Announces Monthly Distributions on PYPY (101.91%), MSTY (100.04%), FIAT (100.02%), CONY (91.83%), SQY (81.95%) and Others

CHICAGO and MILWAUKEE and NEW YORK, Sept. 05, 2024 (GLOBE NEWSWIRE) -- YieldMax™ today announced monthly distributions for the YieldMax™ ETFs listed in the table below.

YieldMax™ ETFs Announces Monthly Distributions on PYPY (101.91%), MSTY (100.04%), FIAT (100.02%), CONY (91.83%), SQY (81.95%) and Others

YieldMax™ Launches Option Income Strategy ETF on Alibaba (BABA)

CHICAGO and MILWAUKEE and NEW YORK, Aug. 08, 2024 (GLOBE NEWSWIRE) -- YieldMax™ announced the launch today of the following ETF:

YieldMax™ Launches Option Income Strategy ETF on Alibaba (BABA)

YieldMax™ ETFs Announces Monthly Distributions on MSTY (95.14%), TSLY (83.44%), CONY (75.83%), NVDY (64.52%), CRSH (61.10%) and Others

CHICAGO and MILWAUKEE and NEW YORK, Aug. 06, 2024 (GLOBE NEWSWIRE) -- YieldMax™ today announced monthly distributions for the YieldMax™ ETFs listed in the table below.

YieldMax™ ETFs Announces Monthly Distributions on MSTY (95.14%), TSLY (83.44%), CONY (75.83%), NVDY (64.52%), CRSH (61.10%) and Others

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