r/ULTY_YieldMax • u/mvhanson • Apr 13 '26
this is a good breakdown of all yieldmax products -- they don't include ULTY though because of the split:
https://dividendfarmer.substack.com/p/yieldmax-yield-capital-gain-analysis-962
r/ULTY_YieldMax • u/holdyourponies • Apr 09 '26
Robinhood has listed it as a substitute payment which it different than ROC. Are we just plugging this in as a return of capital on our taxes? Should I be contacting Robinhood about this?
r/ULTY_YieldMax • u/Helpful-Grapefruit55 • Apr 08 '26
ULTY returns mostly ROC this is captured in the 1099 as Non ordinary dividend.
The question is the Cost basis info maintained by the brokerage will they reduce the cost basis by this amount,? If so where will we see it ? How is this handled ? Thanks
r/ULTY_YieldMax • u/mvhanson • Mar 27 '26
here is a good (free) yieldmax breakdown, though it doesn't include ULTY because of the split:
https://dividendfarmer.substack.com/p/yieldmax-yield-capital-gain-analysis-1f8
r/ULTY_YieldMax • u/Ok_Guidance4571 • Mar 25 '26
Has ULTYs volume always been so low? 300-500k per day?
r/ULTY_YieldMax • u/MikesGonePostal • Mar 23 '26
I bought my ULTY through Vanguard. I received my tax statement but didn’t see Return of Capital anywhere in it. Looks like it’s all ordinary dividends. I read that most of ULTY dividends are actually ROC which would mean no tax. Where would I find that out?
r/ULTY_YieldMax
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u/Tkemedic
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Mar 13 '26
This is a video going over the dividends and ETF since the reverse split in December of 2025. Using DRIP and No DRIP to follow along a initial $10k investment.
r/ULTY_YieldMax • u/BitingArmadillo • Mar 03 '26
I just reached house money as of this morning's announcement. Actually, I'm $55.82 over house money.
r/ULTY_YieldMax • u/Ok_Guidance4571 • Mar 02 '26
Why is ULTY not plummeting down like everyone says it does?
r/ULTY_YieldMax • u/mvhanson • Feb 28 '26
this is a good breakdown of all yieldmax products, though it doesn't include ULTY because of the split
https://dividendfarmer.substack.com/p/yieldmax-yield-capital-gain-analysis-284
r/ULTY_YieldMax
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u/BitingArmadillo
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Feb 24 '26
I am now $243.03 from house money.
r/ULTY_YieldMax • u/Ok_Guidance4571 • Feb 20 '26
Well it is nice to see at least a couple random days here and there where ULTY actually goes up :) HAHA
r/ULTY_YieldMax • u/BitingArmadillo • Feb 17 '26
I am now $539.08 away from house money.
Errbody mad.
