ULTY: Riding Innovation At Reduced Risk

  • ULTY offers an option-writing strategy on a unique, diversified basket of high-growth, high-volatility stocks, balancing income generation with risk mitigation. While the Fund underperforms broad and innovation ETFs in bull markets, it provides significant downside protection and smoother returns in adverse or flat markets. Aggressive payouts (~63% of invested capital in 14 months) come with notable NAV erosion, highlighting the classic trade-off in income-focused option ETFs.