Get the weekly note
ETFIQetfiq.com · independent ETF data

ULTI REX IncomeMax Option Strategy ETF

Option income on SPY, paying weekly

Since its launch on Oct 31, 2025, ULTI paid 31.8% in cash and still finished 65.8 points behind SPY.

REX · Income ETFs · data as of

Key facts

31.8%Cash paid, since launch, on its starting price
−52.8%Total return, since launch
−65.8 ptsAgainst SPY
100.0%Return of capital, latest payout (REX estimate)

Method

What a holder got

ULTI against SPYULTI returned −52.8% with distributions reinvested against +13.0% for S&P 500 (SPY), used as a default proxy, a gap of −65.8 pts. Of that, 31.8% arrived as cash rather than price.−52.8%ULTI total return+13.0%S&P 500 (SPY), used as a default proxy

Over the year to Sep 11, 2026, ULTI returned −52.8% with distributions reinvested and S&P 500 (SPY), used as a default proxy returned +13.0%, so a holder came out behind it by 65.8 points. The lighter segment is the 31.8% that arrived as cash rather than as price.

Its ten largest equity positions

ULTI top ten by weight, 54.0% of its 20 equity positions, from the holdings filed for Jun 30, 2026. The options the fund writes are not positions of this kind and are not listed. Source: the fund’s SEC filing.
HoldingTickerWeight
FuelCell Energy IncFCEL7.03%
Corning IncGLW5.45%
Nebius Group NVNBIS5.39%
Sandisk CorpSNDK5.26%
Lam Research CorpLRCX5.24%
Applied Materials IncAMAT5.20%
SPACEXSPCX5.18%
Dell Technologies IncDELL5.10%
Vertiv Holdings CoVRT5.08%
Intel CorpINTC5.02%

Method

Period by period

ULTI over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowCash paidPriceTotal returnSPYAhead or behind
3 months11.6%−49.8%−40.3%+3.3%−43.6 pts
6 months31.9%−47.5%−25.3%+16.0%−41.4 pts
Since launch31.8%−74.8%−52.8%+13.0%−65.8 pts

Method

When ULTI pays

ULTI pays weekly. The last distribution was $0.09 a share, which went ex on Sep 10, 2026 and was paid on Sep 11, 2026. The next has not been declared. On its own cadence of about 7 days the ex-date falls near Sep 17, 2026; that date is an ETFIQ projection, not the issuer’s.

Expected distributions for ULTI. Where the basis is a projection, ETFIQ has carried the fund’s own spacing forward from its last ex-date and held the amount at the last one paid; neither is an issuer statement. Source: ETFIQ.
Ex-datePay dateAmountBasis
Sep 17, 2026Sep 18, 2026$0.09ETFIQ projection from the fund’s own cadence
Sep 24, 2026Sep 25, 2026$0.09ETFIQ projection from the fund’s own cadence
Oct 1, 2026Oct 2, 2026$0.09ETFIQ projection from the fund’s own cadence
Oct 8, 2026Oct 9, 2026$0.09ETFIQ projection from the fund’s own cadence
Oct 15, 2026Oct 16, 2026$0.09ETFIQ projection from the fund’s own cadence
Oct 22, 2026Oct 23, 2026$0.09ETFIQ projection from the fund’s own cadence
Every distribution ETFIQ holds for ULTI (13, most recent first)
Cash distributions per share for ULTI. Source: ETFIQ from Tiingo end-of-day distributions.
Ex-dateAmount
Sep 10, 2026$0.09
Sep 3, 2026$0.085
Aug 27, 2026$0.095
Aug 20, 2026$0.0961
Aug 13, 2026$0.095
Aug 6, 2026$0.1
Jul 30, 2026$0.09
Jul 23, 2026$0.105
Jul 16, 2026$0.12
Jul 9, 2026$0.13
Jul 1, 2026$0.16
Jun 25, 2026$0.155
Jun 17, 2026$0.175

Every income ETF going ex-dividend in the next fortnight

Method

In plain words

Since it launched on Oct 31, 2025, ULTI has returned −52.8% with distributions reinvested, against +13.0% for S&P 500 (SPY), used as a default proxy, and has paid out 31.8% of its starting value in cash along the way. It pays weekly, and at its current price the latest distribution annualizes to 72.0%. REX estimates that 100% of the distribution paid Sep 4, 2026 was a return of capital. That is the issuer’s own Rule 19a-1 estimate and a tax characterization, made before the fund year closes: it says the payment included money the fund gave back rather than earned, not that the fund is eroding.

ULTI (REX IncomeMax Option Strategy ETF), income ETFs fields as of Sep 11, 2026. Source: ETFIQ.
Strategyoption income
BenchmarkS&P 500 (SPY), used as a default proxy (proxy)
Paysweekly
Net assets (issuer page, as of Sep 10, 2026)$19m
Latest payout, annualized (ETFIQ)72.0%
Expense ratio (485BPOS XBRL, Apr 29, 2026)1.32%
Cash paid, last 12 months, over today’s price (ETFIQ)126.4%
LaunchedOct 31, 2025
Return of capital, latest distribution (REX 19a-1 estimate)100.0%
Paysweekly
Typical gap between ex-dates7 days
Typical wait from ex-date to payment1 day
Last paid, per share$0.09 ex Sep 10, 2026
Sum of the last 12 distributions$1.3211

Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed

Questions people ask

How much has ULTI paid over the last year?
Over the period from its launch on Oct 31, 2025 to Sep 11, 2026, ULTI paid 31.8% of its starting price in cash distributions, while the price fell 74.8%.
Is ULTI ahead of SPY?
Over the period from its launch on Oct 31, 2025 to Sep 11, 2026, with every distribution reinvested, ULTI returned −52.8% against +13.0% for S&P 500 (SPY), used as a default proxy, so a holder was behind it by 65.8 points.
How often does ULTI pay, and how much?
ULTI pays weekly. The latest distribution annualizes to 72.0% at its price on Sep 11, 2026, which is not a promise; the next one can differ.
Is the ULTI distribution return of capital?
REX estimates 100% of the distribution paid Sep 4, 2026 was return of capital. That is a tax characterization from the fund's own 19a-1 notice, not a measure of erosion.
When does ULTI next pay a distribution?
ULTI pays weekly. The last distribution went ex on Sep 10, 2026 at $0.09 a share. The next is not declared; on a cadence of about 7 days the ex-date falls near Sep 17, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 1 day.
What does ULTI cost?
The prospectus expense ratio is 1.32% a year.

The words on this page

Total return
What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
Cash paid
Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
Ahead or behind
The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
Return of capital
The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
Covered call
Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.

Every term used here, defined in full on the income ETFs vocabulary page.

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Funds near this one

Put this on your own page

The payout bar for ULTI, redrawn every trading night. Free to use with the credit link.

ULTI payout bar, ETFIQ

Copy the embed code
<a href="https://etfiq.com/funds/ulti"><img src="https://etfiq.com/embed/income/ulti.svg" alt="ULTI payout bar, ETFIQ" width="640"></a>
<p><a href="https://etfiq.com/funds/ulti">ULTI payout bar, updated daily by ETFIQ</a></p>

Where ULTI is written about

ULTI, Income ETFs, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.
Use this data, or open the live card

Open ULTI live on ETFIQ, where the figures refresh with the data.

Cite this page. ETFIQ, ULTI, income ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/ulti Free to use with attribution; the underlying files are at Open data.

How these figures are computed · Standards and sources