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Upturn AI SWOT - About
YieldMax™ COIN Option Income Strategy ETF (CONY)
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Upturn Advisory Summary
06/30/2025: CONY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 6.11 - 21.41 | Updated Date 06/30/2025 |
52 Weeks Range 6.11 - 21.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
YieldMax™ COIN Option Income Strategy ETF
ETF Overview
Overview
The YieldMaxu2122 COIN Option Income Strategy ETF (CONY) is designed to generate income by investing in options on Coinbase (COIN). It aims to provide current income through a covered call strategy on COIN stock.
Reputation and Reliability
YieldMax ETFs are relatively new but are focused on income-generating strategies through option overlays.
Management Expertise
The management team has expertise in options trading and income strategies.
Investment Objective
Goal
To generate current income while maintaining exposure to the price return of COIN.
Investment Approach and Strategy
Strategy: The ETF uses a covered call option strategy on COIN. It buys COIN shares and sells call options on those shares to generate income.
Composition Primarily holds COIN shares and utilizes call options on COIN.
Market Position
Market Share: Insufficient data available to accurately assess CONY's market share due to its specialized and novel strategy.
Total Net Assets (AUM): 143980531.0
Competitors
Key Competitors
- TQQQ (TQQQ)
- SOXL (SOXL)
- BITO (BITO)
- GBTC (GBTC)
Competitive Landscape
The competitive landscape includes leveraged ETFs and Bitcoin ETFs. CONY distinguishes itself by offering income through options on a specific stock (COIN). Advantages include income generation, while disadvantages involve potential capped upside and reliance on COIN's performance.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short history. Investors should review performance reports from the issuer.
Benchmark Comparison: The ETF's performance should be compared to the performance of COIN and other option income strategies.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
CONY's average trading volume is moderate, suggesting adequate liquidity for typical investors.
Bid-Ask Spread
The bid-ask spread is typically reasonable, but can widen during periods of high volatility.
Market Dynamics
Market Environment Factors
The ETF's performance is heavily influenced by the price of COIN, market sentiment towards cryptocurrency, and volatility in the options market.
Growth Trajectory
CONY's growth is tied to the popularity of income-generating ETFs and the performance of COIN. Changes to holdings will depend on options strategy adjustments.
Moat and Competitive Advantages
Competitive Edge
CONY's advantage lies in its specific focus on generating income from options on Coinbase. This niche focus can appeal to income-seeking investors who are bullish on COIN. The covered call strategy provides downside protection, but it also caps potential upside. There are no other ETFs that provide exposure to income on Coinbase stock and covered call options.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to the volatile nature of COIN and options strategies.
Market Risk
Market risk is substantial, as the ETF's performance is directly tied to the price of COIN, which is subject to significant price swings.
Investor Profile
Ideal Investor Profile
The ideal investor is income-seeking, bullish on COIN, and comfortable with high volatility and options strategies.
Market Risk
The ETF is best suited for active traders or investors seeking income, rather than long-term, passive investors.
Summary
CONY aims to generate income through covered calls on COIN, offering a unique investment proposition. The ETF's performance is closely linked to the price movements of Coinbase and the effectiveness of its option strategy. Its high volatility and reliance on a single stock make it suitable for risk-tolerant, income-focused investors. CONY provides income while maintaining exposure to the price return of COIN.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs Website
- ETF.com
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About YieldMax™ COIN Option Income Strategy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will employ its investment strategy as it relates to COIN regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.