[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ETFdelta](/creator/twitter/ETFdelta) "Appreciate the tag and glad you like the insights I think $ULTY can play an important role in a portfolio. I tend to agree that being XXX% dependent on it is high risk high reward -- especially with the market at all-time highs and needing to cool off. A little diversification always helps and everyone needs to have a risk mitigation plan"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1949096742462324808) 2025-07-26 13:17:30 UTC XXX followers, XX engagements "@Davis_Watkins1 I wouldn't go all-in on anything but there is a place in a portfolio for $ULTY. I'm long term bullish but I would caution most of the underlying stocks in the ETF are overbought and there could be a pullback: So if you do want to buy have a plan"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948062443294392647) 2025-07-23 16:47:34 UTC XXX followers, XXX engagements "@RogerTharpe As of market close today $ULTY officially crossed the $X Billion mark"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948530230261678431) 2025-07-24 23:46:23 UTC XXX followers, XXX engagements "$ULTY Daily Tracker - 7/25 Happy Friday and happy payday 💰 Inflows (est.): $25M AUM: $2.2B Cash balance: $119.6M Options Premium: $3.1M New/Closed: N/A Increased shares: $GLXY (+41.4%) $COIN (+17.5%) RT & Follow. Full recap: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948890463282376940) 2025-07-25 23:37:49 UTC XXX followers, 5996 engagements "$ULTY Update 7/24 Congrats to @YieldMaxETFs on $2B AUM 🎉 Inflows: $184M AUM: $2.17B Cash balance: $123M Options Premium: -$4.6M New: $GLXY $SNAP Closed: $NOW Top reduced: $TSLA (-41%) $OKLO (-18%) RT & Follow. Full recap: #YieldMaxETFs $MSTY $YMAX"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948526237716283548) 2025-07-24 23:30:31 UTC XXX followers, 8632 engagements "@XRP_intel I'm still waiting for Roundhill's ULTY competitor. 😄"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948233836099179002) 2025-07-24 04:08:37 UTC XXX followers, XXX engagements "@cryptodisco1970 @meetmikehiggins $ULTY also has XX% exposure to crypto. $MSTR $COIN $MARA $HOOD $GLXY"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948829857816719800) 2025-07-25 19:37:00 UTC XXX followers, XXX engagements "ICYMI: I track $ULTY performance on a daily basis. We're on the hunt for $2B AUM this week 💪 #YieldMaxETFs #YieldMax"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947645787522945263) 2025-07-22 13:11:55 UTC XXX followers, 1057 engagements "For anyone interested in high yield income ETFs I'm tracking $ULTY daily & watching how they actively manage the fund. It just recently crossed $1B AUM and announced a distribution tomorrow of $XXXXXX. They are also trading earnings on $NFLX $NBIS $UAL for some extra premium"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1945824602535375042) 2025-07-17 12:35:11 UTC XXX followers, 5264 engagements "$ULTY Daily Tracker - 7/22 What a wild ride. and it's only Tuesday Inflows: $66.0M 💪 AUM: $1.81B 👀 Cash balance: $133.1M 💰 Options Premium: $10M 🔥 New: $VRT RT & Follow. Full recap: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947810494280020471) 2025-07-23 00:06:25 UTC XXX followers, 3305 engagements "Not in a straightforward way. Short-term I like to think about it as a measure of investor interest/sentiment. However let's say it grows to $20B or $100B in the long-term then the fund still has the challenge to perform at scale (especially as it's actively managed buying high IV stocks and options)"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948828826168942985) 2025-07-25 19:32:54 UTC XXX followers, XXX engagements "@KoZmohh NAV has proven to be stable in a bull market (likely the same when flat). However in a bear market $ULTY (and everything else) would decline -- not due to the ETF but it's underlying holdings. They also do more than just CCs. They run collars which provides a little protection"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948232308848312450) 2025-07-24 04:02:33 UTC XXX followers, XXX engagements "$ULTY Daily Tracker: 7/18 Deleveraging at all-time highs. a sign Inflows: $42.1M AUM: $1.65B Cash balance: $247.3M Net Premium: -$703k New: $NOW Closed: $LABU $NFLX Day trade: $SEZL Follow for more. Read more: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1946372364326875589) 2025-07-19 00:51:48 UTC XXX followers, 2853 engagements "@TheNStyg @grok Both of these are ETFs so they are only as strong as their underlying. So if you believe $MSTR (and Bitcoin) are safe long term $MSTY is too. For $ULTY they chase high IV stocks which works well in a bull market with stable performance. Both will drop if the underlying drops"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947689016880730217) 2025-07-22 16:03:42 UTC XXX followers, XXX engagements "An interesting view showcasing the interplay between $ULTY the underlying stocks and intraday performance: $ULTY: -XXX% Underlying stocks: -XXX% Implied beta: XXXX Follow for more insights: #YieldMaxETFs #YieldMax #dividendstock $MSTY $YMAX $TSLY"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947661820384448710) 2025-07-22 14:15:38 UTC XXX followers, 1014 engagements "$ULTY Daily Tracker - 7/17 Big inflows bigger AUM. 💰💰 Inflows: $167.6M AUM: $1.6B Cash balance: $224.8M Options Premium: -$7.7M Closed: $UAL Follow for more. Extra insights: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1946008961578082525) 2025-07-18 00:47:46 UTC XXX followers, 1879 engagements "@grok @keyurthakkar007 @8bitsteveo I've got some additional charts and context for $ULTY performance and the strategy pivot if you're curious:"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1949194671537741910) 2025-07-26 19:46:38 UTC XXX followers, XX engagements "@Fosgate1534 @Darkminer71 @Legal_Eagle_52 They've proven that NAV can be stable in a bull market while maximizing yield but sacrificing NAV growth due to the protective puts. What isn't clear is performance during a pullback. $ULTY won't recover as fast either. Here's some additional data/charts:"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947724902514966645) 2025-07-22 18:26:18 UTC XXX followers, XXX engagements "I'm long term bullish on $ULTY but is a -XX% drop coming soon 🤔 I analyzed the the Top X stocks within the ETF and many are overbought on daily weekly and even monthly RSI. Charts and data: #YieldMax #YieldMaxETFs #Dividends $MSTY $TSLY $LFGY $YMAX"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947338272520208661) 2025-07-21 16:49:58 UTC XXX followers, XXX engagements "@spencerinvests Curious does that remove all of your RE exposure $ULTY - Only as good as its underlying. Personally bullish but I think a pullback is coming: $COIW - Likely booms with crypto $TSYY - Depends if you believe in Elon and accept daily headline risk. 😅"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1948056910508232734) 2025-07-23 16:25:35 UTC XXX followers, XXX engagements "$ULTY Daily Tracker - 7/16 Inflows: $47M AUM: $1.4B Cash balance: $168M Net Premium: -$6M New: $NBIS $UAL $VST Closed: $RH Top increased: $MSTR (+26% shares) More data & details: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1945644886406856989) 2025-07-17 00:41:03 UTC XXX followers, 6447 engagements "$ULTY Daily Tracker - 7/21 Red day to start the week but monster 2x volume Inflows: $123.9M 💪 AUM: $1.75B 👀 Cash balance: $210.8M 💰 Options Premium (net): $4.2M 💸 New: $INOD More data & insights: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #Dividends"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947455679268274218) 2025-07-22 00:36:30 UTC XXX followers, 2511 engagements "@JohnProv1 Just FYI I track their holdings and they tend to evolve almost daily (except for a core). It's basically a hyper-active managed ETF. If you're looking for a further breakdown of how they've evolved to drive income and keep a stable NAV here's more info:"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947760148681728273) 2025-07-22 20:46:21 UTC XXX followers, XXX engagements "@dissectmarkets @aincomeinvestor I've got one here that will need updating soon. 😄 Only focuses on the Top X largest YM funds though"  [@ETFdelta](/creator/x/ETFdelta) on [X](/post/tweet/1947802821568442538) 2025-07-22 23:35:55 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ETFdelta
"Appreciate the tag and glad you like the insights I think $ULTY can play an important role in a portfolio. I tend to agree that being XXX% dependent on it is high risk high reward -- especially with the market at all-time highs and needing to cool off. A little diversification always helps and everyone needs to have a risk mitigation plan" @ETFdelta on X 2025-07-26 13:17:30 UTC XXX followers, XX engagements
"@Davis_Watkins1 I wouldn't go all-in on anything but there is a place in a portfolio for $ULTY. I'm long term bullish but I would caution most of the underlying stocks in the ETF are overbought and there could be a pullback: So if you do want to buy have a plan" @ETFdelta on X 2025-07-23 16:47:34 UTC XXX followers, XXX engagements
"@RogerTharpe As of market close today $ULTY officially crossed the $X Billion mark" @ETFdelta on X 2025-07-24 23:46:23 UTC XXX followers, XXX engagements
"$ULTY Daily Tracker - 7/25 Happy Friday and happy payday 💰 Inflows (est.): $25M AUM: $2.2B Cash balance: $119.6M Options Premium: $3.1M New/Closed: N/A Increased shares: $GLXY (+41.4%) $COIN (+17.5%) RT & Follow. Full recap: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends" @ETFdelta on X 2025-07-25 23:37:49 UTC XXX followers, 5996 engagements
"$ULTY Update 7/24 Congrats to @YieldMaxETFs on $2B AUM 🎉 Inflows: $184M AUM: $2.17B Cash balance: $123M Options Premium: -$4.6M New: $GLXY $SNAP Closed: $NOW Top reduced: $TSLA (-41%) $OKLO (-18%) RT & Follow. Full recap: #YieldMaxETFs $MSTY $YMAX" @ETFdelta on X 2025-07-24 23:30:31 UTC XXX followers, 8632 engagements
"@XRP_intel I'm still waiting for Roundhill's ULTY competitor. 😄" @ETFdelta on X 2025-07-24 04:08:37 UTC XXX followers, XXX engagements
"@cryptodisco1970 @meetmikehiggins $ULTY also has XX% exposure to crypto. $MSTR $COIN $MARA $HOOD $GLXY" @ETFdelta on X 2025-07-25 19:37:00 UTC XXX followers, XXX engagements
"ICYMI: I track $ULTY performance on a daily basis. We're on the hunt for $2B AUM this week 💪 #YieldMaxETFs #YieldMax" @ETFdelta on X 2025-07-22 13:11:55 UTC XXX followers, 1057 engagements
"For anyone interested in high yield income ETFs I'm tracking $ULTY daily & watching how they actively manage the fund. It just recently crossed $1B AUM and announced a distribution tomorrow of $XXXXXX. They are also trading earnings on $NFLX $NBIS $UAL for some extra premium" @ETFdelta on X 2025-07-17 12:35:11 UTC XXX followers, 5264 engagements
"$ULTY Daily Tracker - 7/22 What a wild ride. and it's only Tuesday Inflows: $66.0M 💪 AUM: $1.81B 👀 Cash balance: $133.1M 💰 Options Premium: $10M 🔥 New: $VRT RT & Follow. Full recap: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends" @ETFdelta on X 2025-07-23 00:06:25 UTC XXX followers, 3305 engagements
"Not in a straightforward way. Short-term I like to think about it as a measure of investor interest/sentiment. However let's say it grows to $20B or $100B in the long-term then the fund still has the challenge to perform at scale (especially as it's actively managed buying high IV stocks and options)" @ETFdelta on X 2025-07-25 19:32:54 UTC XXX followers, XXX engagements
"@KoZmohh NAV has proven to be stable in a bull market (likely the same when flat). However in a bear market $ULTY (and everything else) would decline -- not due to the ETF but it's underlying holdings. They also do more than just CCs. They run collars which provides a little protection" @ETFdelta on X 2025-07-24 04:02:33 UTC XXX followers, XXX engagements
"$ULTY Daily Tracker: 7/18 Deleveraging at all-time highs. a sign Inflows: $42.1M AUM: $1.65B Cash balance: $247.3M Net Premium: -$703k New: $NOW Closed: $LABU $NFLX Day trade: $SEZL Follow for more. Read more: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY" @ETFdelta on X 2025-07-19 00:51:48 UTC XXX followers, 2853 engagements
"@TheNStyg @grok Both of these are ETFs so they are only as strong as their underlying. So if you believe $MSTR (and Bitcoin) are safe long term $MSTY is too. For $ULTY they chase high IV stocks which works well in a bull market with stable performance. Both will drop if the underlying drops" @ETFdelta on X 2025-07-22 16:03:42 UTC XXX followers, XXX engagements
"An interesting view showcasing the interplay between $ULTY the underlying stocks and intraday performance: $ULTY: -XXX% Underlying stocks: -XXX% Implied beta: XXXX Follow for more insights: #YieldMaxETFs #YieldMax #dividendstock $MSTY $YMAX $TSLY" @ETFdelta on X 2025-07-22 14:15:38 UTC XXX followers, 1014 engagements
"$ULTY Daily Tracker - 7/17 Big inflows bigger AUM. 💰💰 Inflows: $167.6M AUM: $1.6B Cash balance: $224.8M Options Premium: -$7.7M Closed: $UAL Follow for more. Extra insights: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends" @ETFdelta on X 2025-07-18 00:47:46 UTC XXX followers, 1879 engagements
"@grok @keyurthakkar007 @8bitsteveo I've got some additional charts and context for $ULTY performance and the strategy pivot if you're curious:" @ETFdelta on X 2025-07-26 19:46:38 UTC XXX followers, XX engagements
"@Fosgate1534 @Darkminer71 @Legal_Eagle_52 They've proven that NAV can be stable in a bull market while maximizing yield but sacrificing NAV growth due to the protective puts. What isn't clear is performance during a pullback. $ULTY won't recover as fast either. Here's some additional data/charts:" @ETFdelta on X 2025-07-22 18:26:18 UTC XXX followers, XXX engagements
"I'm long term bullish on $ULTY but is a -XX% drop coming soon 🤔 I analyzed the the Top X stocks within the ETF and many are overbought on daily weekly and even monthly RSI. Charts and data: #YieldMax #YieldMaxETFs #Dividends $MSTY $TSLY $LFGY $YMAX" @ETFdelta on X 2025-07-21 16:49:58 UTC XXX followers, XXX engagements
"@spencerinvests Curious does that remove all of your RE exposure $ULTY - Only as good as its underlying. Personally bullish but I think a pullback is coming: $COIW - Likely booms with crypto $TSYY - Depends if you believe in Elon and accept daily headline risk. 😅" @ETFdelta on X 2025-07-23 16:25:35 UTC XXX followers, XXX engagements
"$ULTY Daily Tracker - 7/16 Inflows: $47M AUM: $1.4B Cash balance: $168M Net Premium: -$6M New: $NBIS $UAL $VST Closed: $RH Top increased: $MSTR (+26% shares) More data & details: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #DividendStocks #Dividends" @ETFdelta on X 2025-07-17 00:41:03 UTC XXX followers, 6447 engagements
"$ULTY Daily Tracker - 7/21 Red day to start the week but monster 2x volume Inflows: $123.9M 💪 AUM: $1.75B 👀 Cash balance: $210.8M 💰 Options Premium (net): $4.2M 💸 New: $INOD More data & insights: #YieldMaxETFs $YMAX $MSTY $NVDY $TSLY #Dividends" @ETFdelta on X 2025-07-22 00:36:30 UTC XXX followers, 2511 engagements
"@JohnProv1 Just FYI I track their holdings and they tend to evolve almost daily (except for a core). It's basically a hyper-active managed ETF. If you're looking for a further breakdown of how they've evolved to drive income and keep a stable NAV here's more info:" @ETFdelta on X 2025-07-22 20:46:21 UTC XXX followers, XXX engagements
"@dissectmarkets @aincomeinvestor I've got one here that will need updating soon. 😄 Only focuses on the Top X largest YM funds though" @ETFdelta on X 2025-07-22 23:35:55 UTC XXX followers, XX engagements
/creator/twitter::1665406929869447168/posts