YieldMax MSFT Option Income Strategy ETFMSFO
MSFO
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
92% more call options, than puts
Call options by funds: $46K | Put options by funds: $24K
22% more funds holding
Funds holding: 9 [Q2] → 11 (+2) [Q3]
21% more capital invested
Capital invested by funds: $27.2M [Q2] → $33M (+$5.82M) [Q3]
8.04% more ownership
Funds ownership: 35.91% [Q2] → 43.95% (+8.04%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for MSFO.
Financial journalist opinion
Positive
Seeking Alpha
6 days ago
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.
Positive
Seeking Alpha
1 week ago
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.
Positive
Seeking Alpha
1 month ago
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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
GlobeNewsWire
4 months ago
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.
Neutral
GlobeNewsWire
5 months ago
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:
Neutral
GlobeNewsWire
5 months ago
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.
Positive
Seeking Alpha
5 months ago
81 Monthly Paid Dividend Stocks And 80 MoPay Funds For July
Imagine stocks and funds paying you dividends monthly! Unlike waiting for quarterly, semi-annual, or (ugh) annual payouts, your angst awaiting money is reduced 300%, or more! These July U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (81); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by-yield >10.6% (80). Items: 1. Top MoPay stock gains; 2. Overall best MoPay gainers; 3. Funds vs.Equities; 4. Fund risks/rewards. All per prices as of 7/23/24.
Neutral
GlobeNewsWire
6 months ago
YieldMax™ Launches Short COIN Option Income Strategy ETF (FIAT)
CHICAGO, MILWAUKEE and NEW YORK, July 10, 2024 (GLOBE NEWSWIRE) -- YieldMax™ announced the launch today of the following ETF:
Neutral
GlobeNewsWire
6 months ago
YieldMax™ ETFs Announces Monthly Distributions on MSTY (101.60%), NVDY (101.58%), CONY (90.37%), YBIT (83.67%), TSLY (70.99%) and Others
CHICAGO and MILWAUKEE and NEW YORK, July 03, 2024 (GLOBE NEWSWIRE) -- YieldMax™ today announced monthly distributions for the following YieldMax™ ETFs:
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