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YieldMax™ MSTR Option Income Strategy ETF(MSTY)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MSTY
10/13/2026: MSTY (4-star) is a STRONG-BUY. BUY for 36 days. Simulated Profits (19.66%). Updated daily EoD!
MSTY is an actively managed ETF that provides income by selling synthetic covered calls on MicroStrategy (MSTR). It offers a unique way for investors to capture high implied volatility premiums, which can lead to significant monthly income. While it provides strong income, investors must accept the risk of capped upside and potential NAV erosion during periods of extreme stock appreciation or severe decline. It is most suitable for income-seeking traders who understand the speculative nature of the underlying asset. Monitoring MSTR's volatility and its long-term share price performance remains critical for investors.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The option strategy caps upside potential, making it unsuitable for investors seeking pure capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The fund thrives on high volatility, which often aligns with positive momentum phases in MSTR. |
| Value investor | Weak fit | The reliance on volatile derivatives and high-cost options strategies does not align with traditional value investing principles. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed to maximize monthly distributions through option premiums. |
| Low-risk investor | Weak fit | The high volatility of the underlying asset makes this fund unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused, risk-tolerant individual who understands derivative strategies and seeks monthly payouts from high-volatility assets.
Suitability
MSTY is best suited for experienced investors seeking income who are comfortable with the risks of synthetic derivatives and potential capital erosion.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The underlying asset (MSTR) is extremely volatile, which directly impacts the fund's NAV and option premium reliability. |
| Market risk | High | Significant declines in MSTR can lead to substantial losses that exceed the income generated by the fund. |
| Concentration | High | The fund's performance is tied entirely to a single stock, leaving no room for diversification benefits. |
| Tracking/expense | Medium | The cost of managing active derivative positions can weigh on the net return compared to the underlying stock. |
| Liquidity | Medium | While trading volume is high, market conditions could impact the liquidity of the underlying options at times. |
| Business/sector quality | High | The fund's health is inextricably linked to the business risks associated with MicroStrategy's corporate Bitcoin strategy. |
Risk Analysis
Volatility
MSTY exhibits extreme volatility, tracking the aggressive price swings of its underlying asset.
Market Risk
Investors face significant downside risk; the fund is not protected against sharp, sustained declines in the underlying stock price.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | MicroStrategy (MSTR) synthetic position (long call/short put) | 95 | This position provides the price exposure to MSTR required to facilitate the covered call income strategy. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash is held to provide liquidity and collateral for the fund's derivative positions. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 58.38% | Avg. Invested days 39 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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