Funds / PLTY

PLTY YieldMax PLTR Option Income Strategy ETF

YieldMax ETFs · pays weekly · 1.07% expense ratio

Latest payout

$0.2673

paid Sep 25, 2026

Return of capital

96%

Sep 25 payout · estimated (19a-1)

Next ex-date

Oct 1, 2026

pays ~Oct 2 · projected dates

Distribution rate

38.13%

issuer’s annualized rate, Sep 23, 2026

Payouts per share

$0 $0.40 $0.80Apr 17, 2026: $0.3556 · 0% return of capital (estimated, 19a-1) A2026Apr 24, 2026: $0.3832 · 95% return of capital (estimated, 19a-1) May 1, 2026: $0.3607 · 95% return of capital (estimated, 19a-1) MMay 8, 2026: $0.2708 · 0% return of capital (estimated, 19a-1) May 15, 2026: $0.4361 · 95% return of capital (estimated, 19a-1) May 22, 2026: $0.3565 · 18% return of capital (estimated, 19a-1) May 29, 2026: $0.3673 · 95% return of capital (estimated, 19a-1) Jun 5, 2026: $0.4810 · 40% return of capital (estimated, 19a-1) JJun 12, 2026: $0.2962 · 80% return of capital (estimated, 19a-1) Jun 22, 2026: $0.2987 · 94% return of capital (estimated, 19a-1) Jun 26, 2026: $0.2605 · 0% return of capital (estimated, 19a-1) Jul 6, 2026: $0.2574 · 0% return of capital (estimated, 19a-1) JJul 10, 2026: $0.2758 · 93% return of capital (estimated, 19a-1) Jul 17, 2026: $0.2998 · 95% return of capital (estimated, 19a-1) Jul 24, 2026: $0.2954 · 94% return of capital (estimated, 19a-1) Jul 31, 2026: $0.3347 · 3% return of capital (estimated, 19a-1) Aug 7, 2026: $0.3492 · 41% return of capital (estimated, 19a-1) AAug 14, 2026: $0.7460 · 98% return of capital (estimated, 19a-1) Aug 21, 2026: $0.7225 · 0% return of capital (estimated, 19a-1) Aug 28, 2026: $0.6424 · 67% return of capital (estimated, 19a-1) Sep 4, 2026: $0.7253 · 98% return of capital (estimated, 19a-1) SSep 11, 2026: $0.2754 · 3% return of capital (estimated, 19a-1) Sep 18, 2026: $0.2238 · 0% return of capital (estimated, 19a-1) Sep 25, 2026: $0.2673 · 96% return of capital (estimated, 19a-1) $0 $0.40 $0.80Jul 10, 2026: $0.2758 · 93% return of capital (estimated, 19a-1) J2026Jul 17, 2026: $0.2998 · 95% return of capital (estimated, 19a-1) Jul 24, 2026: $0.2954 · 94% return of capital (estimated, 19a-1) Jul 31, 2026: $0.3347 · 3% return of capital (estimated, 19a-1) Aug 7, 2026: $0.3492 · 41% return of capital (estimated, 19a-1) AAug 14, 2026: $0.7460 · 98% return of capital (estimated, 19a-1) Aug 21, 2026: $0.7225 · 0% return of capital (estimated, 19a-1) Aug 28, 2026: $0.6424 · 67% return of capital (estimated, 19a-1) Sep 4, 2026: $0.7253 · 98% return of capital (estimated, 19a-1) SSep 11, 2026: $0.2754 · 3% return of capital (estimated, 19a-1) Sep 18, 2026: $0.2238 · 0% return of capital (estimated, 19a-1) Sep 25, 2026: $0.2673 · 96% return of capital (estimated, 19a-1)
  • Income (the berries)
  • Return of capital (a cutting from the bush)
  • Return of capital, estimated

What the past year did to your cost basis

Holding 100 shares of PLTY through the last 51 payouts, you’d have collected $2,906.68. About $1,463.36 of it (50%) was return of capital: not taxed when paid, but it came off your cost basis, which raises the gain when you sell.

Uses the issuer’s final Form 8937 figures where filed and 19a-1 estimates otherwise. Gooseberry does this per lot, with your real purchase dates.

Upcoming dates

Ex-datePay datePer shareStatus
Oct 1, 2026Oct 2, 2026—Projected
Oct 8, 2026Oct 9, 2026—Projected
Oct 15, 2026Oct 16, 2026—Projected
Oct 22, 2026Oct 23, 2026—Projected
Oct 29, 2026Oct 30, 2026—Projected
Nov 5, 2026Nov 6, 2026—Projected
Nov 12, 2026Nov 13, 2026—Projected
Nov 19, 2026Nov 20, 2026—Projected
Nov 26, 2026Nov 27, 2026—Projected
Dec 3, 2026Dec 4, 2026—Projected
Dec 10, 2026Dec 11, 2026—Projected
Dec 17, 2026Dec 18, 2026—Projected

To be paid, you need to own shares before the ex-date. “Projected” dates are estimated from the fund’s usual schedule until the issuer announces them.

Payout history

PaidEx-datePer shareReturn of capitalSource
Sep 25, 2026 Sep 24, 2026 $0.2673 96% estimated (19a-1) 19a-1
Sep 18, 2026 Sep 17, 2026 $0.2238 0% estimated (19a-1) 19a-1
Sep 11, 2026 Sep 10, 2026 $0.2754 3% estimated (19a-1) 19a-1
Sep 4, 2026 Sep 3, 2026 $0.7253 98% estimated (19a-1) 19a-1
Aug 28, 2026 Aug 27, 2026 $0.6424 67% estimated (19a-1) 19a-1
Aug 21, 2026 Aug 20, 2026 $0.7225 0% estimated (19a-1) 19a-1
Aug 14, 2026 Aug 13, 2026 $0.7460 98% estimated (19a-1) 19a-1
Aug 7, 2026 Aug 6, 2026 $0.3492 41% estimated (19a-1) 19a-1
Jul 31, 2026 Jul 30, 2026 $0.3347 3% estimated (19a-1) 19a-1
Jul 24, 2026 Jul 23, 2026 $0.2954 94% estimated (19a-1) 19a-1
Jul 17, 2026 Jul 16, 2026 $0.2998 95% estimated (19a-1) 19a-1
Jul 10, 2026 Jul 9, 2026 $0.2758 93% estimated (19a-1) 19a-1
Jul 6, 2026 Jul 2, 2026 $0.2574 0% estimated (19a-1) 19a-1
Jun 26, 2026 Jun 25, 2026 $0.2605 0% estimated (19a-1) 19a-1
Jun 22, 2026 Jun 18, 2026 $0.2987 94% estimated (19a-1) 19a-1
Jun 12, 2026 Jun 11, 2026 $0.2962 80% estimated (19a-1) 19a-1
Jun 5, 2026 Jun 4, 2026 $0.4810 40% estimated (19a-1) 19a-1
May 29, 2026 May 28, 2026 $0.3673 95% estimated (19a-1) 19a-1
May 22, 2026 May 21, 2026 $0.3565 18% estimated (19a-1) 19a-1
May 15, 2026 May 14, 2026 $0.4361 95% estimated (19a-1) 19a-1
May 8, 2026 May 7, 2026 $0.2708 0% estimated (19a-1) 19a-1
May 1, 2026 Apr 30, 2026 $0.3607 95% estimated (19a-1) 19a-1
Apr 24, 2026 Apr 23, 2026 $0.3832 95% estimated (19a-1) 19a-1
Apr 17, 2026 Apr 16, 2026 $0.3556 0% estimated (19a-1) 19a-1
Show 39 earlier payouts
Apr 10, 2026 Apr 9, 2026 $0.4548 46% estimated (19a-1) 19a-1
Apr 6, 2026 Apr 2, 2026 $0.4497 24% estimated (19a-1) 19a-1
Mar 27, 2026 Mar 26, 2026 $0.4779 30% estimated (19a-1) 19a-1
Mar 20, 2026 Mar 19, 2026 $0.8018 0% estimated (19a-1) 19a-1
Mar 13, 2026 Mar 12, 2026 $0.7999 97% estimated (19a-1) 19a-1
Mar 6, 2026 Mar 5, 2026 $0.4781 18% estimated (19a-1) 19a-1
Feb 27, 2026 Feb 26, 2026 $0.3933 95% estimated (19a-1) 19a-1
Feb 20, 2026 Feb 19, 2026 $0.3865 96% estimated (19a-1) 19a-1
Feb 13, 2026 Feb 12, 2026 $0.3845 0% estimated (19a-1) 19a-1
Feb 6, 2026 Feb 5, 2026 $0.3591 93% estimated (19a-1) 19a-1
Jan 30, 2026 Jan 29, 2026 $0.3688 0% estimated (19a-1) 19a-1
Jan 23, 2026 Jan 22, 2026 $0.3791 76% estimated (19a-1) 19a-1
Jan 16, 2026 Jan 15, 2026 $0.4130 93% estimated (19a-1) 19a-1
Jan 9, 2026 Jan 8, 2026 $0.4508 0% estimated (19a-1) 19a-1
Jan 5, 2026 Jan 2, 2026 $0.5130 95% estimated (19a-1) 19a-1
Dec 29, 2025 Dec 26, 2025 $0.9928 53% estimated (19a-1) 19a-1
Dec 19, 2025 Dec 18, 2025 $0.4345 93% estimated (19a-1) 19a-1
Dec 12, 2025 Dec 11, 2025 $0.5631 93% estimated (19a-1) 19a-1
Dec 5, 2025 Dec 4, 2025 $1.3015 98% estimated (19a-1) 19a-1
Dec 1, 2025 Nov 28, 2025 $0.5916 2% estimated (19a-1) 19a-1
Nov 21, 2025 Nov 20, 2025 $0.7296 96% estimated (19a-1) 19a-1
Nov 14, 2025 Nov 13, 2025 $0.8340 0% estimated (19a-1) 19a-1
Nov 7, 2025 Nov 6, 2025 $1.2187 99% estimated (19a-1) 19a-1
Oct 31, 2025 Oct 30, 2025 $1.2464 61% estimated (19a-1) 19a-1
Oct 24, 2025 Oct 23, 2025 $0.7373 16% estimated (19a-1) 19a-1
Oct 17, 2025 Oct 16, 2025 $0.7407 0% estimated (19a-1) 19a-1
Oct 10, 2025 Oct 9, 2025 $3.2847 6% estimated (19a-1) 19a-1
Sep 12, 2025 Sep 11, 2025 $2.4410 9% estimated (19a-1) 19a-1
Aug 15, 2025 Aug 14, 2025 $7.4924 98% estimated (19a-1) 19a-1
Jul 18, 2025 Jul 17, 2025 $2.5602 0% estimated (19a-1) 19a-1
Jun 23, 2025 Jun 20, 2025 $3.2600 97% estimated (19a-1) 19a-1
May 23, 2025 May 22, 2025 $7.0442 99% estimated (19a-1) 19a-1
Apr 25, 2025 Apr 24, 2025 $4.6556 98% estimated (19a-1) 19a-1
Mar 28, 2025 Mar 27, 2025 $5.3257 Not published
Feb 28, 2025 Feb 27, 2025 $5.9377 Not published
Jan 31, 2025 Jan 30, 2025 $2.9826 Not published
Jan 6, 2025 Jan 3, 2025 $3.5887 Not published
Dec 6, 2024 Dec 5, 2024 $3.3475 Not published
Nov 8, 2024 Nov 7, 2024 $2.2011 Not published

Fund facts

Issuer
YieldMax ETFs
Exchange
NYSE Arca
Pays
Weekly
Inception
Oct 7, 2024
Expense ratio
1.07%
Net assets
$374M
Price
$36.35 · Sep 29, 2026
NAV total return, 1 yr
22.00% · as of Aug 31, 2026
CUSIP
88636R800

Issuer documents

Latest 19a-1 notices

Data from YieldMax ETFs’s public disclosures, updated Sep 30, 2026, 12:43 PM ET. Not investment or tax advice.