Family: | Elevate Shares |
Name: | YieldMax AI Option Income Strategy ETF |
Inception Date: | 27-Nov-2023 |
Termination Date: | |
Investment Objective: | The YieldMax AI Option Income Strategy ETF (AIYY) is an actively managed fund that seeks to generate monthly income by selling/writing call options on AI. AIYY pursues a strategy that aims to harvest compelling yields, while retaining capped participation in the price gains of AI. The Fund's primary investment objective is to seek current income. The Fund's secondary investment objective is to seek exposure to the share price of the common stock of C3.ai Inc. ("AI"), subject to a limit on potential investment gains. |
Prospectus | |
Top 10 Holdings | ||
United States Treasury Note/Bond 3% 07/15/2025 | 91282CEY3 | 18.8600% |
United States Treasury Note/Bond 3.875% 01/15/2026 | 91282CGE5 | 18.8200% |
AI 03/21/2025 35.01 P | -17.2300% | |
United States Treasury Note/Bond 2.625% 04/15/2025 | 91282CEH0 | 16.4900% |
United States Treasury Bill 02/13/2025 | 912797MK0 | 15.3900% |
United States Treasury Bill 03/11/2025 | 912797NQ6 | 15.3900% |
Cash & Other | 13.0400% | |
United States Treasury Bill 05/15/2025 | 912797LB1 | 12.2700% |
AI US 03/21/25 C35 | 8.4600% | |
AI US 01/24/25 C33 | -1.5400% | |
Top 10 Holdings Weight: | 100.0% |
Number of Holdings: | 14 |
Shares Outstanding: | 14,900,000 |
Total Net Assets: | 114,730,000 |
NAV: | 7.70 |
Net Expense Ratio: | 0.99% |
Asset Class: | Equities (Stocks) |
Developed or Emerging: | Developed Market Funds |
Country: | US |
Region: | |
Strategy: | Covered Call Strategy |
Currency: | |
Commodity: | |
Sector: | Technology |
Industry: | Software & Services |
Dividend Type: | |
Tax Exempt State: | |
Maturity Duration: | |
Market Cap: | Large Cap |
Credit Quality: | |
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Leverage Direction/Factor: | |
Is Currency Hedged: | No |
US or Ex-US: | Domestic |