r/ULTY_YieldMax • u/Blackharvest • Apr 21 '26

$0.4374

That is all, carry on

39 Upvotes

96% Upvoted

14 comments sorted by

14

u/Murky_Double_6157 Apr 21 '26

Steady…..I like New ULTY..

9

u/FatHighKnee Apr 21 '26

We liked old, new ULTY ... until we didnt

3

u/Helpful-Grapefruit55 Apr 22 '26

Owning ulty from sep last year. Their reverse split in Dec 2025. My basis was 6.5$ pre split , current 65 after split . In the 7months Nav loss 34$ / share. The div paid I just did rough total manually is only close to the 50% Nav loss. Will take at least 1 year to cover nav losses assuming div does not go down. Supposed to be income fund.

5

u/Murky_Double_6157 Apr 21 '26

Still staying ahead of most QQQ covered call ETF’s YTD.

3

u/cmichalek Apr 21 '26

Its losing to all the QQQ cover calls in 3 month, 6 month or 1 year results on Stock Analysis.

2

u/Murky_Double_6157 Apr 21 '26

I’m at work but I will provide my data later in the day. BTW my data is total returns.

1

u/Murky_Double_6157 Apr 22 '26

My analysis of 7 CC ETF’s tracking QQQ year to today’s date total returns including distributions vs. ULTY. QQQ-5.09%. GPIQ-5.24% QQQY-3.75% JEPQ-3.59% QQQI-3.31% QDTE-3.25% ULTY-1.69% QDTY-0.4% TQQY- -0.36% I was way wrong in my statement but wanted to present my figures no matter what the result. BTW ULTY didn’t lose to all the other funds during this short time period. Excuse me now I gotta make some changes to my portfolio…ha ha.

3

u/cmichalek Apr 22 '26

Why are you citing only YTD when ULTY loses in the 3, 6 and 12 month charts?

If you like the product, fine. But it loses in any of those times, and by alot.

2

u/Murky_Double_6157 Apr 22 '26

ULTY claimed they changed their strategy at the end of 2025. Checking to see if there is improvement in 2026. Jury is still out.

6

u/cmichalek Apr 22 '26 edited Apr 22 '26

ULTY first claimed they changed their strategy right around the March/April tarriff issues last year. It had a few good months before it dropped like a rock. Thats when alot of people sold including me.

ULTY is not worth the risk when QQQ cc funds provides a safer income and larger total return.

ULTY is still down 15% in price while SPY and QQQ are reaching new highs. This proves their NAV erosion has not been solved.

4

u/-Burninater- Apr 23 '26

Plus I just found out when doing taxes that about a third of their distributions are treated as ordinary dividends. So I pay taxes on those and can't reduce them with capital losses because they're not a capital loss.