ETF Income Trader Trade Alerts

March 20, 2026 - 1:53 pm

Save this link: https://us02web.zoom.us/j/84234881667

It’s for the live private webinar today with GraniteShares.

We’re doing a live deep dive into autocallable ETFs—an innovative way investors can access structured-product strategies in a simple, exchange-traded format.

In this session, we’ll break down how autocallables work, why they’ve gained attention in today’s markets, and how these ETFs make the strategy easy to access and trade.

We’ll also explore the potential opportunities autocallable ETFs may offer for investors seeking new ways to generate income and enhance portfolio outcomes.

It starts at 4:30 p.m. eastern today, March 20th.

Use this link to join:  https://us02web.zoom.us/j/84234881667

March 19, 2026 - 2:07 pm

It’s time for a change to our ETF Income Trader portfolio. Tech continues to struggles in this environment, but should get a reprieve once the fighting in Iran cools down, or more specifically when oil prices drop. That will be the sign that investors can put on risk again. In the meantime, it makes sense for us to add exposure to oil in our portfolio. It hasn’t been that long since we closed XOMO for profits, but given the high prices of oil, we think it’s a good idea to add XOMO back to our portfolio for the time being.

To make room, we’ll sell COSW, which is over an 11% winner for us. We don’t see much more upside in COST at this point, so let’s take our profits.

In summary:

• Close COSW
• Add XOMO

February 19, 2026 - 2:20 pm

The ETF Income Trader portfolio has generally pulled back along with much of the tech sector. We don’t want to make drastic changes because many of these underlying names are clearly oversold. That being said, we are looking to reduce some of the risk by moving into more stable products. We did this recently by adding the TLA autocallable for TSLA. We’re going to make a similar trade by adding the autocallable for NVDA.

First though, we’re going to exit our FBY position. META hasn’t done much since we’ve had the position in our portfolio and we feel we’ve given it enough time. We’re going to exit FBY and replace it with the GraniteShares Autocallable NVDA ETF (ANV). Like TLA, ANV uses barrier options to help pay a steady yield while keeping the NAV from eroding. It will pay monthly.

In Summary:

• Close FBY
• Add ANV

February 10, 2026 - 1:53 pm

We’re going to add a new trade to the ETF Income Trader portfolio using a brand new kind of instrument – the single stock autocallable ETF.  These ETFs function similarly to the other single stock options ETFs but should provide a far more stable share price (but with typically less flashy distributions). Our portfolio has pulled back lately with the hit the software sector has taken. We aren’t worried for the longer-term, but stabilizing the portfolio in the short-term does make sense.

Although we recently added a position in TSLA (TSLY), we are going to add more exposure to the company with this next trade. Our reasoning is that we both feel TSLA has a great story right now with limited downside. Plus, adding the new TSLA autocallable ETF will allow us a direct comparison with our covered call fund (TSLY). So with that being said, let’s add the GraniteShares Autocallable TSLA ETF (TLA) to the portfolio. It pays a monthly distribution in early March that currently looks to be around 20%.

We aren’t closing any positions just yet to make room for TLA. However, more changes will be coming to the portfolio in the near future.

In summary:

• Add TLA

January 22, 2026 - 1:52 pm

As promised, we’re getting back to trading in our ETF Income Trader portfolio.

After a full year, we’re finally getting some movement in XOMO. Let’s go ahead and take our profits off the table while we have 12% gains (total return). We’ve been planning on closing this position for a while, and with the recent gains, we can fully justify it.

In place of XOMO, we’re adding an oldie but a goodie – TSLY. We haven’t had exposure to TSLA in a while, and the company has recently begun making waves with all the talks of robotics. Let’s add TSLY to our portfolio here.

In summary:

• Close XOMO
• Add TSLY

December 11, 2025 - 2:42 pm

Okay! It’s time for a new trade in ETF Income Trader.

We’re up 40% in AAPW in just over 6 months. That’s a very nice return. Let’s go ahead and take profits here.

Going into prime holiday shopping season, we’re going to add exposure to Costco in our portfolio to fill the open slot. More specifically, we’re adding the Roundhill COST WeeklyPay ETF (COSW). COSW has 20% leveraged exposure to COST and pays out a weekly distribution.

In summary:

• Close AAPW
• Add COSW

November 13, 2025 - 12:23 pm

We are making a change to the ETF Income Trader portfolio. AIYY has dropped below the 2 dollar share level today and we’ve decided that it is time to move on. At this stage, a recovery seems less likely and our capital will be better utilized elsewhere.

However, we are replacing AIYY with something a lot more exciting that should be more fun to own. Let’s add the YieldMax RDDT Option Income Strategy ETF (RDYY). RDDT is an interesting company that has pulled back a bit lately, giving us a reasonable entry point. Even better, RDYY pays a robust 81% distribution rate.

In summary:

• Sell AIYY
• Add RDYY

October 16, 2025 - 2:50 pm

It’s time for our next trade in ETF Income Trader!

We’ve done well with SNOY, up nearly 40% in exactly 6 months. With volatility creeping back into the market, it makes sense for us to take profits on this tech name, so let’s close that position here.

For our new trade, we’re going to dip our toes into the GraniteShares YieldBoost products. These products sell puts on 2x leveraged single stock ETFs and pay a weekly dividend. They use put spreads to limit the risk to the downside. We’re going to add the GraniteShares YieldBoost AMZN ETF (AZYY). AMZN shares have pulled back from recent highs, giving us a solid entry point. The fund pays an annualized distribution rate of around 50%.

In Summary:

• Close SNOY
• Add AZYY

September 19, 2025 - 12:26 pm

Let’s make a change to our ETF Income Trader portfolio. We’ve had BRKC for 3 months and it’s right at breakeven. We think BRKC makes more sense in a defensive market, but with the Fed cutting rates, we’re going to be a bit more aggressive. Let’s close BRKC here and get back into FBY. The Meta Options Income ETF (FBY) was one of our original trades (that we sold for a nice profit) but we haven’t been in it for some time. It’s currently paying a 36% distribution rate.

In summary:

• Close BRKC
• Add FBY

August 21, 2025 - 2:17 pm

It’s been a minute since we added a new trade to our ETF Income Trader portfolio, so let’s do that now. We think you’ll all be quite happy with our selection. We’re going to go a bit more aggressive this time since we already have some fairly boring positions in our current holdings.

Let’s add the Roundhill HOOD WeeklyPay ETF (HOOW). HOOW has 120% exposure to HOOD and pays a weekly distribution. The latest distribution annualizes at a whopping 200% rate!

This will be our 8th position, so we’re not closing any existing positions for now.

In Summary:

• Add HOOW

August 12, 2025 - 1:35 pm

Hey all, we’ve got about an hour to go until the YieldMax webinar with Jay Pestrichelli. Also, we have a surprise guest: Mike Khouw, who’s a regular on CNBC. It’s going to be a great webinar, so come join us!

Here’s the link:

https://us02web.zoom.us/j/81733115440

July 22, 2025 - 1:09 pm

Okay! Let make some changes to our ETF Income Trader portfolio. We’re going to close out two winners and then add one new position (we’ll end up with a total of 7 positions in our portfolio).

First off, we’re up over 60% in COIW, so let’s go ahead and take profits on that trade. We could certainly get back into Coinbase down the road if it pulls back.

Let’s also sell JPMO. We’ve been sitting on about 20% gains in there for a while, and we think we can find more exciting uses for our capital.

For our new position, we’re going to add the YieldMax DKNG Option Income Strategy ETF (DRAY). It’s a brand new covered call ETF for Draftkings. We are big fans of trading covered calls in DKNG, so we feel confident buying this ETF even though it just came out last week. Even better, DRAY goes ex-dividend this week, so you don’t have to wait long for your first distribution.

In summary:

• Sell COIW
• Sell JPMO
• Add DRAY

June 20, 2025 - 1:39 pm

Let’s squeeze in an ETF Income Trader trade before the weekend! The portfolio has been doing quite well overall, but we believe it’s time to take our profits on AMZY (which we’ve held from day one) and move into something new and fresh. So first off, let’s close our AMZY position for roughly 7% profits.

We’re going to add a brand new ETF to our portfolio, just launched by YieldMax. In this case, we don’t mind that’s brand new because it’s a covered call ETF on Berkshire Hathaway! We expect this to be a stable position that will steadily grind higher. The new ETF is called the YieldMax BRK.B Option Income Strategy (BRKC). It’s a Group A stock, so the next ex-div date will be on July 10th.

In summary:

• Sell AMZY
• Add BRKC

May 27, 2025 - 1:51 pm

Let’s make a switch in our ETF Income Trade portfolio. We’ve had nothing but success using PLTY (twice now!). However, we believe around 30% gains is roughly the short-term upside of these types of products (on average). With PLTY up a bit over 28%, we feel it could sit around these levels for a while (it just paid a huge distribution). Let’s take our profits here. If PLTR sells off in the coming weeks, we will certainly get back into PLTY.

In the meantime, we feel like AAPL is due for a rebound after trending down for the last few months. One way to take advantage of this thesis is to buy the Roundhill AAPL WeeklyPay ETF (AAPW) which gives us 120% exposure to AAPL and pays a weekly distribution. Let’s add AAPW to our portfolio.

In summary:

• Close PLTY and take profits
• Add AAPW to the portfolio

May 14, 2025 - 11:34 am

The portfolio is looking a lot healthier with the market rallying in the wake of the China trade deal. However, the one ETF that hasn’t really done much lately is XYZY. We’ve given it several months to “catch up” with the rest of the portfolio and it has basically stagnated. Let’s move on from this position.

In its place, we are going to use our first Roundhill WeeklyPay ETF.  These funds attempt to provide 1.2x the move of the underlying (that is, they move 120% of what the underlying stock moves). Plus, they pay a weekly distribution. It’s a bit different than what we’ve used so far, but it’s also a nice change of pace (and should be attractive with the the market behaving positively lately). We’re going to start our foray into Roundhill ETFs with the COIN WeeklyPay ETF (COIW). This will give us 120% exposure to Coinbase stock moves (up or down) and a weekly distribution.

In summary:

• Sell XYZY
• Buy COIW

April 16, 2025 - 2:06 pm

Time to make a change in our ETF Income Trader Portfolio! We’ve decided that we’ll keep 8 positions in here for the time being given that we expect recovery in several of the names that pulled back during the tariff-induced selloff. However, NVDA just announced a 5.5 billion charge for an export reserve and the stock is down 8% today. We think this (and similar stocks) could struggle for the next several weeks (or months) due to the trade war with China. We’re going to close our NVDY position for now.

On the other hand, we like software companies here because they don’t have traditional goods to export (or import). PLTY  has done well for us, for example. As such, we’re going to add SNOY to our portfolio which is the YieldMax SNOW Options Income Strategy. The ex-dividend date for SNOY is tomorrow, so try to get in today or tomorrow if possible. Remember, the market is closed on Friday! The dividend payment will come on 4/21 (Monday).

To recap:

• Close NVDY
• Buy SNOY

April 9, 2025 - 4:52 pm

Just a reminder that we have an upcoming webinar on Friday with Jay Pestrichelli, Chief Trader at YieldMax. I have no doubt it will be fascinating to hear what he has to say about the current market. The link to the webinar is below:

https://us02web.zoom.us/j/84636009286
Date and time: Friday at 5:00 p.m. eastern

April 3, 2025 - 2:04 pm

We don’t want to make wholesale changes to our portfolio with the market down steeply today (and for the year), but there is one trade that makes a lot of sense right now given the new tariffs. Let’s close our TSMY position as TSM shares will likely struggle as long as the administration is pushing its tariff agenda. On the other hand, Palantir (PLTR) is holding up a lot better today and isn’t nearly as impacted by the tariff situation. We’re going to add PLTY (YieldMax PLTR Option Income Strategy) to the portfolio. (This is the second time we’ve had PTLY in the portfolio. The last time we sold it for a nice profit.)

So in summary:

• Sell TSMY
• Buy PLTY 

March 21, 2025 - 5:21 pm

Just a heads up since the ETF Income Trader mailbag email was sent out. The mailbag video will be updated a bit later today (probably in the next hour). So, if you’ve go watch it now, it will be last month’s video for another hour or so until the new video processes – and then it will change over.

March 13, 2025 - 2:59 pm

One minor correction with the JPMO trade. The ex-dividend date is actually the 27th, not today, so we have a couple weeks yet. It doesn’t change anything about the recommendation, it’s still a buy as of today!

March 13, 2025 - 1:46 pm

We have one addition to make today in our ETF Income Trader portfolio. First off, we’re going to be patient in terms of closing out older positions due to the market selloff. Pretty much everything is down, and we prefer to make the more significant changes to our holdings once the market is more stable (and ideally after it recovers to some extent).

However, we believe the JPM covered call ETF is a good addition to our holdings at this time. As a large bank, it isn’t as speculative as many of the other mega-cap or high liquidity stocks that are available as single stock covered calls. It’s already hit its 200-day moving average, which tends to be a line in the sand for investors who are waiting to buy a falling share price.

Let’s add the YieldMax JPM Options Income Strategy ETF (JPMO) to our portfolio. Be sure to make the trade today, as it also happens to be the ex-dividend date! 

March 7, 2025 - 2:22 pm

Just a quick update – we still intend to make some changes to the ETF Income Trader portfolio soon. However, we don’t like closing out positions during a market sell off.  We believe the market is near or at the bottom (for the short-term) so we’ll wait a bit longer for some of our positions to recover and then start making changes. Stay tuned.

February 25, 2025 - 2:09 pm

Kurv ETFs offering a webinar on covered calls (not from Tim and Jay), click here is the link.

Webinar Registration: How to evaluate covered call strategies

Join us this Thursday, February 27th at 4 pm ET for an exclusive webinar with Kurv’s Founder and CEO, Howard Chan to learn how disciplined approaches can make big differences in outcome.  We will also discuss roles of options-based income strategies in different market environments and what to look for when evaluating covered call strategies.

During this session, we will:

1. Explore the disciplined approaches that set Kurv’s Strategies apart
2. Roles of covered call strategies in a volatile market
3. Provide practical insights to help you evaluate different strategies

February 24, 2025 - 4:33 pm

Hey all, we don’t think an email went out for the ETF Income Trader webinar, so here’s your reminder and link. It’s starting now, so hop on if you can!

Here’s the link:

https://us02web.zoom.us/j/86874680611

February 6, 2025 - 1:29 pm

It’s time to make a change in our ETF Income Trader portfolio!

We’ve given AMDY enough time to right the ship and it hasn’t worked out. AMD missed earnings, so we don’t think it’s going to “catch a bid” anytime soon. Let’s sell out AMDY from our portfolio.

However, we’re sticking with the same theme for our replacement trade. NVDA has bounced back nicely from its recent lows and has significant upside potential. What’s more, NVDA options are trading at expensive levels with earnings coming up in about three weeks. NVDY, the YieldMax NVDA Options Income Strategy ETF, recently paid a 55% annualized distribution. The next one is likely to be even higher.

Let’s add NVDY to our portfolio. We’ll stick with carrying 7 positions for the time being.

February 5, 2025 - 1:44 pm

We’ve posted the replay of Monday’s live presentation with Jay Pestrichelli of YieldMax. You can watch it here: https://www.investorsalley.com/etf-income-trader-video/

January 27, 2025 - 5:24 pm

Save the Date!

We’re going to have Jay Pestrichelli, the Chief Trading Officer of YieldMax, back next week doing a live Q&A with us. Set a reminder for Monday, February 3rd at 5pm ET (replay will be available).

Here’s the Zoom link (but we’ll send out an email reminder or two as well):

https://us02web.zoom.us/j/83890817259

January 14, 2025 - 10:28 am

With the market stabilizing today, we’re going to sell out an ETF from our portfolio and replace it with a new one. For the time being, we’ll stick to 7 positions, but we may trim down to 6 soon.

First off, let’s close out ABNY. It’s about a 6% winner (total return) but we don’t feel there’s much upside left at this time. Let’s take our profits off the table here.

Next, let’s add NFLY, which is the YieldMax Options Income Strategy Fund for Netflix.  NFLX has bottomed out lately and should be due for some significant mean reversion. What’s more, options premiums should be juicy after the recent selloff, which means the next distribution is likely to be robust.

In summary, sell ABNY and add NFLY to the portfolio.

December 26, 2024 - 12:03 pm

XOMO today declared a $ 0.2406 dividend. Ex-dividend is 12/27, so if you buy shares today, you will earn the dividend.

December 24, 2024 - 12:45 pm

I think a few subscribers missed our latest trade alert on XOMO. See below.

December 24, 2024 - 11:55 am

Let’s add another position to our ETF Income Trader portfolio. That will bring us up to 7 holdings, but we’ll trim back down to 6 in January.  We’re adding the YieldMax XOM Options Income Strategy fund (XOMO). XOMO is in Group A, so it will pay a distribution this Friday.  XOM is down quite a bit lately with the price of oil, and it looks quite oversold at these levels. Plus, volatility in XOM is higher than normal, so much so that XOMO paid at a 45% distribution rate last month.  The higher distribution level and the high probability of a rebound in the stock make XOMO an attractive choice for our portfolio. Let’s add shares now.

December 23, 2024 - 4:33 pm

For those around, the ETF Income Trader live webinar is starting now!

December 12, 2024 - 11:13 am

Let’s make a change to our ETF Income Trader portfolio. We added PLTY to our portfolio on 10/25 and it’s already up 42% (that’s just about 6 weeks). It’s hard to beat those types of returns, but PLTR is likely done with its explosive upside for the time being. Let’s take our profits from this trade and sell PLTY.

AI is another stock that has jumped higher in a short amount of time. However, the share price has already pulled back from the highs. What’s more, AI’s volatility remains at elevated levels – and that means expensive options. We can take advantage of the big options premiums and the upside potential of AI by adding AIYY to our portfolio. The YieldMax AI Options Income Strategy pays its distribution in Group D, which is next week. Let’s add AIYY to our portfolio here.

November 22, 2024 - 11:34 am

We’re going to make a change in our ETF Income Trader portfolio. We’ve had FBY in our portfolio since the service began several months ago. It has done well for us, but seems to have leveled out around the current level. Let’s close it here and take our profits.

In its place, we’re going to buy TSMY, the YieldMax Option Income Strategy for TSM. We believe TSM has upside potential here, and the distribution rate is currently around 58%. TSMY is a Group A stock, which means it will pay out next Friday (a week from today).

In summary, sell FBY and add TSMY to the portfolio.

October 25, 2024 - 12:42 pm

Let’s add another position to our portfolio to get us up to six. We’re going to buy YieldMax PLTR Option Income Strategy ( PLTY).

PLTY is new and hasn’t yet paid a distribution, but we’ve traded PLTR for quite a while and know that it is a great name for a covered call strategy. The next distribution is coming up in just two weeks (11/7 ex-dividend), so we won’t have long to wait. This ETF should have both upside potential and a nice distribution yield.

Let’s add PLTY to the portfolio here.

October 10, 2024 - 1:49 pm

New Trades:

First off, let’s sell out our CRSH position.  We’ve collected a couple distributions to date, and the stock price has mostly held steady in recent weeks. But, I don’t see the need for a inverse position right now as I expect downside is limited for the time being.

Next, let’s add YieldMax AMD Option Income Strategy ETF (AMDY). AMD has a combination of a nice distribution rate (73% last month) and an underlying stock that doesn’t look overbought. The distribution timing is with the Group C stocks, so it comes out the same time as our FBY position.  AMD does have earnings coming up in about a week (earnings are coming up for pretty much everything). However, the added volatility means the distribution is likely to be very robust next time it’s issued.

In summary, sell out CRSH and buy AMDY.

September 12, 2024 - 12:48 pm

New Trade:

We’re still a couple positions away from a full portfolio (I’d like to get us to six before we start making changes to the existing holdings). This time, we’re going to add something with a high distribution rate. We’ve been fairly conservative so far outside of CRSH, so we’ll go a little more aggressive this time. Let’s add YieldMax SQ Option Income Strategy (SQY) to our portfolio.

SQ isn’t quite as volatile as a pure bitcoin play but does have enough juice in its options to warrant a nearly 89% payout at the last distribution. The stock has rebounded from a long slide after posting a better than expected outlook in the last earnings announcement. Go ahead and add shares here.

August 26, 2024 - 10:32 am

New Trade:

We are adding the YieldMax ABNB Option Income Strategy ETF (ABNY) to our portfolio. I tried to send this out on Friday, but somehow failed. We’ll talk more about the reasoning for the pick in the webinar later today, and it’s also discussed in the new issue coming out today.  This will bring our portfolio holdings up to four.

Hope to see you all at the webinar today at 4:30 ET.

August 9, 2024 - 3:01 pm

New Trade:

We’ll have plenty of discussions coming as August rolls on (newsletter, webinar, mailbag), but for now, let’s add a new position to our portfolio.

YieldMax Short TSLA Option Income Strategy (CRSH)

Beyond single stock covered calls, YieldMax also provides a handful of inverse option income strategies. That is, they take a synthetic short position in the stock and sell puts. So, it’s a true inverse of a covered call that provides income with downside exposure. Given the volatility in the market, having an inverse trade in our portfolio makes a lot of sense. What’s more, TSLA has struggled lately compared to several of the tech leaders.

CRSH is trading right around and its most recent distribution annualizes at a little over 63%. Let’s add it to our portfolio here.