GPTY ETF Analysis: YieldMax AI & Tech | NYSE

Derivative Income | NYSE, USA | Market Cap: 124m USD | 12M Return: 33.9% | Charts, Fundamentals & Technical Analysis

AI Companies, Tech Stocks, Options Contracts, Derivative Income
Total Rating 64
Safety 57
Buy Signal 0.34
Derivative Income
Category Rotation: -9.2
AUM: 124M
Avg Turnover: 3.21M
Risk 3d forecast
Volatility26.2%
VaR 5th Pctl4.69%
VaR vs Median-0.64%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD78
Rel. Str. Peer Group94.1
Character TTM
Beta1.625
Beta Downside1.626
Hurst Exponent0.473
Drawdowns 3y
Max DD26.62%
CAGR/Max DD1.16
CAGR/Mean DD4.73

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.4 years of data

Jan +0.3% -
Feb -6.8% 36
Mar -4.7% 14
Apr +11.3% 14
May +16.4% 43
Jun +0.8% 2
Jul +0.0% -
Aug -3.5% -
Sep +6.9% -
Oct +6.3% -
Nov -8.4% -
Dec -2.6% -

Average return per month, with how dependable it is below — did the month move the same way every year (high) or randomly (low). Above 60 is a pattern worth trusting; under 40 is noise.

Description: GPTY YieldMax AI & Tech

The YieldMax AI & Tech Portfolio Option Income ETF (GPTY) is an exchange-traded fund that focuses on generating income through equity holdings and options contracts within the artificial intelligence and technology sectors. Under normal market conditions, it commits at least 80% of its assets to equity securities of AI and Technology Companies, as well as options contracts tied to those companies and related AI/Technology ETFs. The fund operates as a non-diversified fund, allowing it to concentrate holdings within its targeted sector.

As a derivative income ETF, GPTY employs options-based strategies-commonly covered call writing-to generate income from its underlying technology holdings, a structure similar to other yield-focused ETFs in this category. The AI and technology sector has been a key driver of equity market growth, driven by increased enterprise spending on artificial intelligence, cloud computing, and semiconductor demand, making it a focal area for thematic income-oriented funds.

Headlines to Watch Out For
  • AI tech stock rally lifts underlying equity holdings
  • Implied volatility surge boosts options premium yields
  • AUM growth critical for micro-cap fund viability
What is the price of GPTY shares?

As of June 30, 2026, the stock is trading at USD 44.99 with a total of 69,430 shares traded. Over the past week, the price has changed by -5.62%, over one month by -4.69%, over three months by +41.23% and over the past year by +33.90%.

Current recommended Stop Loss: 42.50 (which is 5.5% or 1.7 ATR below the current price).

Is GPTY a buy, sell or hold?

YieldMax AI & Tech has no consensus analysts rating.