Morningstar

YieldMax Short N100 Option Income Strategy ETF YQQQ

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis YQQQ

Will YQQQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable YQQQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the YQQQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of YQQQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax Short N100 Option Inc Strgy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings YQQQ

More YQQQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

51.23 8M
Government

United States Treasury Notes 2.38%

16.25 2M
Government

United States Treasury Notes 3.38%

12.57 2M
Government

Option On Invesco Qqq Trust Dec26

10.10 2M
—

First American Government Obligs X

6.99 1M
Cash and Equivalents

United States Treasury Bills 0%

5.18 785,845
Government

OTHER ASSETS AND LIABILITIES

2.70 409,788
—

Cash Offset

2.19 333,051
—

QQQ US 10/23/26 P680

0.19 28,138
—

QQQ US 10/23/26 P690

0.16 24,944
—

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