Funds / ULTY

ULTY YieldMax Ultra Option Income Strategy ETF

YieldMax ETFs · pays weekly · 1.40% expense ratio

Latest payout

$0.3058

paid Sep 24, 2026

Return of capital

100%

Sep 24 payout · estimated (19a-1)

Next ex-date

Oct 7, 2026

pays ~Oct 8 · projected dates

Distribution rate

60.83%

issuer’s annualized rate, Sep 22, 2026

Payouts per share

$0 $0.25 $0.50Apr 16, 2026: $0.3966 · 100% return of capital (estimated, 19a-1) A2026Apr 23, 2026: $0.4374 · 100% return of capital (estimated, 19a-1) Apr 30, 2026: $0.4027 · 100% return of capital (estimated, 19a-1) May 7, 2026: $0.3995 · 96% return of capital (estimated, 19a-1) MMay 14, 2026: $0.4046 · 100% return of capital (estimated, 19a-1) May 21, 2026: $0.3947 · 100% return of capital (estimated, 19a-1) May 28, 2026: $0.3946 · 100% return of capital (estimated, 19a-1) Jun 4, 2026: $0.3960 · 100% return of capital (estimated, 19a-1) JJun 11, 2026: $0.3485 · 100% return of capital (estimated, 19a-1) Jun 18, 2026: $0.3899 · 100% return of capital (estimated, 19a-1) Jun 25, 2026: $0.3817 · 100% return of capital (estimated, 19a-1) Jul 2, 2026: $0.3411 · 0% return of capital (estimated, 19a-1) JJul 9, 2026: $0.3384 · 100% return of capital (estimated, 19a-1) Jul 16, 2026: $0.3302 · 0% return of capital (estimated, 19a-1) Jul 23, 2026: $0.3176 · 0% return of capital (estimated, 19a-1) Jul 30, 2026: $0.3096 · 0% return of capital (estimated, 19a-1) Aug 6, 2026: $0.3082 · 100% return of capital (estimated, 19a-1) AAug 13, 2026: $0.3179 · 100% return of capital (estimated, 19a-1) Aug 20, 2026: $0.3197 · 100% return of capital (estimated, 19a-1) Aug 27, 2026: $0.3076 · 100% return of capital (estimated, 19a-1) Sep 3, 2026: $0.3048 · 100% return of capital (estimated, 19a-1) SSep 10, 2026: $0.3044 · 100% return of capital (estimated, 19a-1) Sep 17, 2026: $0.2967 · 100% return of capital (estimated, 19a-1) Sep 24, 2026: $0.3058 · 100% return of capital (estimated, 19a-1) $0 $0.20 $0.40Jul 9, 2026: $0.3384 · 100% return of capital (estimated, 19a-1) J2026Jul 16, 2026: $0.3302 · 0% return of capital (estimated, 19a-1) Jul 23, 2026: $0.3176 · 0% return of capital (estimated, 19a-1) Jul 30, 2026: $0.3096 · 0% return of capital (estimated, 19a-1) Aug 6, 2026: $0.3082 · 100% return of capital (estimated, 19a-1) AAug 13, 2026: $0.3179 · 100% return of capital (estimated, 19a-1) Aug 20, 2026: $0.3197 · 100% return of capital (estimated, 19a-1) Aug 27, 2026: $0.3076 · 100% return of capital (estimated, 19a-1) Sep 3, 2026: $0.3048 · 100% return of capital (estimated, 19a-1) SSep 10, 2026: $0.3044 · 100% return of capital (estimated, 19a-1) Sep 17, 2026: $0.2967 · 100% return of capital (estimated, 19a-1) Sep 24, 2026: $0.3058 · 100% 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 ULTY through the last 52 payouts, you’d have collected $1,818.27. About $1,259.80 of it (75%) was return of capital: not taxed when paid, but it came off your cost basis, which raises the gain when you sell.

Only payouts with a published split are counted in the return-of-capital figure.

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 7, 2026Oct 8, 2026—Projected
Oct 14, 2026Oct 15, 2026—Projected
Oct 21, 2026Oct 22, 2026—Projected
Oct 28, 2026Oct 29, 2026—Projected
Nov 4, 2026Nov 5, 2026—Projected
Nov 11, 2026Nov 12, 2026—Projected
Nov 18, 2026Nov 19, 2026—Projected
Nov 25, 2026Nov 26, 2026—Projected
Dec 2, 2026Dec 3, 2026—Projected
Dec 9, 2026Dec 10, 2026—Projected
Dec 16, 2026Dec 17, 2026—Projected
Dec 23, 2026Dec 24, 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 24, 2026 Sep 23, 2026 $0.3058 100% estimated (19a-1) 19a-1
Sep 17, 2026 Sep 16, 2026 $0.2967 100% estimated (19a-1) 19a-1
Sep 10, 2026 Sep 9, 2026 $0.3044 100% estimated (19a-1) 19a-1
Sep 3, 2026 Sep 2, 2026 $0.3048 100% estimated (19a-1) 19a-1
Aug 27, 2026 Aug 26, 2026 $0.3076 100% estimated (19a-1) 19a-1
Aug 20, 2026 Aug 19, 2026 $0.3197 100% estimated (19a-1) 19a-1
Aug 13, 2026 Aug 12, 2026 $0.3179 100% estimated (19a-1) 19a-1
Aug 6, 2026 Aug 5, 2026 $0.3082 100% estimated (19a-1) 19a-1
Jul 30, 2026 Jul 29, 2026 $0.3096 0% estimated (19a-1) 19a-1
Jul 23, 2026 Jul 22, 2026 $0.3176 0% estimated (19a-1) 19a-1
Jul 16, 2026 Jul 15, 2026 $0.3302 0% estimated (19a-1) 19a-1
Jul 9, 2026 Jul 8, 2026 $0.3384 100% estimated (19a-1) 19a-1
Jul 2, 2026 Jul 1, 2026 $0.3411 0% estimated (19a-1) 19a-1
Jun 25, 2026 Jun 24, 2026 $0.3817 100% estimated (19a-1) 19a-1
Jun 18, 2026 Jun 17, 2026 $0.3899 100% estimated (19a-1) 19a-1
Jun 11, 2026 Jun 10, 2026 $0.3485 100% estimated (19a-1) 19a-1
Jun 4, 2026 Jun 3, 2026 $0.3960 100% estimated (19a-1) 19a-1
May 28, 2026 May 27, 2026 $0.3946 100% estimated (19a-1) 19a-1
May 21, 2026 May 20, 2026 $0.3947 100% estimated (19a-1) 19a-1
May 14, 2026 May 13, 2026 $0.4046 100% estimated (19a-1) 19a-1
May 7, 2026 May 6, 2026 $0.3995 96% estimated (19a-1) 19a-1
Apr 30, 2026 Apr 29, 2026 $0.4027 100% estimated (19a-1) 19a-1
Apr 23, 2026 Apr 22, 2026 $0.4374 100% estimated (19a-1) 19a-1
Apr 16, 2026 Apr 15, 2026 $0.3966 100% estimated (19a-1) 19a-1
Show 70 earlier payouts
Apr 9, 2026 Apr 8, 2026 $0.4195 100% estimated (19a-1) 19a-1
Apr 2, 2026 Apr 1, 2026 $0.3722 0% estimated (19a-1) 19a-1
Mar 26, 2026 Mar 25, 2026 $0.4320 68% estimated (19a-1) 19a-1
Mar 19, 2026 Mar 18, 2026 $0.4066 100% estimated (19a-1) 19a-1
Mar 12, 2026 Mar 11, 2026 $0.4161 100% estimated (19a-1) 19a-1
Mar 5, 2026 Mar 4, 2026 $0.4797 75% estimated (19a-1) 19a-1
Feb 26, 2026 Feb 25, 2026 $0.4752 0% estimated (19a-1) 19a-1
Feb 19, 2026 Feb 18, 2026 $0.4360 100% estimated (19a-1) 19a-1
Feb 12, 2026 Feb 11, 2026 $0.4505 0% estimated (19a-1) 19a-1
Feb 5, 2026 Feb 4, 2026 $0.4541 100% estimated (19a-1) 19a-1
Jan 29, 2026 Jan 28, 2026 $0.5021 100% estimated (19a-1) 19a-1
Jan 22, 2026 Jan 21, 2026 $0.5054 100% estimated (19a-1) 19a-1
Jan 15, 2026 Jan 14, 2026 $0.5186 100% estimated (19a-1) 19a-1
Jan 8, 2026 Jan 7, 2026 $0.4705 0% estimated (19a-1) 19a-1
Jan 2, 2026 Dec 31, 2025 $0.4866 0% estimated (19a-1) 19a-1
Dec 26, 2025 Dec 24, 2025 $0.5705 100% estimated (19a-1) 19a-1
Dec 18, 2025 Dec 17, 2025 $0.4921 75% estimated (19a-1) 19a-1
Dec 11, 2025 Dec 10, 2025 $0.5461 Not published
Dec 4, 2025 Dec 3, 2025 $0.5881 Not published
Nov 28, 2025 Nov 26, 2025 $0.0594 100% estimated (19a-1) 19a-1
Nov 20, 2025 Nov 19, 2025 $0.0642 100% estimated (19a-1) 19a-1
Nov 13, 2025 Nov 12, 2025 $0.0626 0% estimated (19a-1) 19a-1
Nov 6, 2025 Nov 5, 2025 $0.0788 Not published
Oct 30, 2025 Oct 29, 2025 $0.0848 100% estimated (19a-1) 19a-1
Oct 23, 2025 Oct 22, 2025 $0.0903 Not published
Oct 16, 2025 Oct 15, 2025 $0.0908 Not published
Oct 10, 2025 Oct 9, 2025 $0.0904 Not published
Oct 3, 2025 Oct 2, 2025 $0.0913 9% estimated (19a-1) 19a-1
Sep 26, 2025 Sep 25, 2025 $0.0921 Not published
Sep 19, 2025 Sep 18, 2025 $0.0926 Not published
Sep 12, 2025 Sep 11, 2025 $0.0928 100% estimated (19a-1) 19a-1
Sep 5, 2025 Sep 4, 2025 $0.0900 100% estimated (19a-1) 19a-1
Aug 29, 2025 Aug 28, 2025 $0.0949 Not published
Aug 22, 2025 Aug 21, 2025 $0.1000 100% estimated (19a-1) 19a-1
Aug 15, 2025 Aug 14, 2025 $0.1006 100% estimated (19a-1) 19a-1
Aug 8, 2025 Aug 7, 2025 $0.1003 41% estimated (19a-1) 19a-1
Aug 1, 2025 Jul 31, 2025 $0.1008 100% estimated (19a-1) 19a-1
Jul 25, 2025 Jul 24, 2025 $0.1029 Not published
Jul 18, 2025 Jul 17, 2025 $0.1035 82% estimated (19a-1) 19a-1
Jul 11, 2025 Jul 10, 2025 $0.0960 100% estimated (19a-1) 19a-1
Jul 7, 2025 Jul 3, 2025 $0.0952 Not published
Jun 27, 2025 Jun 26, 2025 $0.0923 Not published
Jun 23, 2025 Jun 20, 2025 $0.0875 Not published
Jun 13, 2025 Jun 12, 2025 $0.0950 100% estimated (19a-1) 19a-1
Jun 6, 2025 Jun 5, 2025 $0.0945 100% estimated (19a-1) 19a-1
May 30, 2025 May 29, 2025 $0.0954 100% estimated (19a-1) 19a-1
May 23, 2025 May 22, 2025 $0.0979 Not published
May 16, 2025 May 15, 2025 $0.1059 100% estimated (19a-1) 19a-1
May 9, 2025 May 8, 2025 $0.1181 Not published
May 2, 2025 May 1, 2025 $0.0936 100% estimated (19a-1) 19a-1
Apr 28, 2025 Mar 27, 2025 $0.0986 Not published
Apr 25, 2025 Apr 24, 2025 $0.0836 Not published
Apr 21, 2025 Apr 17, 2025 $0.0852 Not published
Apr 11, 2025 Apr 10, 2025 $0.0822 Not published
Apr 4, 2025 Apr 3, 2025 $0.0916 Not published
Mar 21, 2025 Mar 20, 2025 $0.0977 Not published
Mar 14, 2025 Mar 13, 2025 $0.1025 Not published
Mar 7, 2025 Mar 6, 2025 $0.4653 Not published
Feb 7, 2025 Feb 6, 2025 $0.5369 100% estimated (19a-1) 19a-1
Jan 10, 2025 Jan 8, 2025 $0.5715 Not published
Dec 13, 2024 Dec 12, 2024 $0.7092 Not published
Nov 15, 2024 Nov 14, 2024 $0.8313 Not published
Oct 18, 2024 Oct 17, 2024 $0.8267 Not published
Sep 20, 2024 Sep 19, 2024 $0.9825 Not published
Aug 16, 2024 Aug 15, 2024 $0.7803 Not published
Jul 18, 2024 Jul 17, 2024 $0.9948 Not published
Jun 17, 2024 Jun 14, 2024 $1.1337 Not published
May 17, 2024 May 15, 2024 $1.2782 Not published
Apr 19, 2024 Apr 17, 2024 $1.4171 Not published
Mar 18, 2024 Mar 14, 2024 $1.0653 Not published

Fund facts

Issuer
YieldMax ETFs
Exchange
NYSE Arca
Pays
Weekly
Inception
Feb 28, 2024
Expense ratio
1.40%
Net assets
$713M
Price
$25.58 · Sep 29, 2026
NAV total return, 1 yr
-5.92% · as of Aug 31, 2026
CUSIP
88636J527

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.