Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.44% 2.484M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks current income and long-term capital appreciation. The fund is an actively managed ETF that seeks current income and long term capital appreciation. The fund’s strategy involves two components; investing, directly or indirectly, in a portfolio of equity securities included in the S&P 100 Index (the “Index Strategy”); and seeking to generate options premiums through an options portfolio (the “Options Strategies”). Primarily through the fund’s Options Strategies, the fund seeks to achieve an annual distribution target of 15%.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name VistaShares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.48%
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1.86%
13.89%
-20.45%
19.58%
0.00%
21.79%
10.53%
9.52%
0.00%
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0.00%
As of January 07, 2026.

Asset Allocation

As of January 05, 2026.
Type % Net
Cash 0.65%
Stock 98.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.33%
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Basic Info

Investment Strategy
The investment seeks current income and long-term capital appreciation. The fund is an actively managed ETF that seeks current income and long term capital appreciation. The fund’s strategy involves two components; investing, directly or indirectly, in a portfolio of equity securities included in the S&P 100 Index (the “Index Strategy”); and seeking to generate options premiums through an options portfolio (the “Options Strategies”). Primarily through the fund’s Options Strategies, the fund seeks to achieve an annual distribution target of 15%.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name VistaShares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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