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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% 0.06% 59.63M 175.60
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.07% 26.81% -7.194M Upgrade

Basic Info

Investment Strategy
Harvest Travel & Leisure Income ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Travel & Leisure Index and to provide holders of Units with monthly cash distributions. Harvest Travel & Leisure Income ETF primarily invests in, directly or indirectly, the equity constituents of the Solactive Travel & Leisure Index, or any successor thereto, while writing covered call options on up to 33% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 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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--
--
--
--
--
--
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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
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
19.43%
7.59%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.17%
--
--
--
--
-18.36%
32.61%
34.49%
9.76%
-12.12%
24.95%
3.57%
30.93%
-9.52%
13.47%
14.93%
13.68%
-13.40%
29.69%
3.23%
31.02%
-9.09%
13.74%
15.18%
16.34%
-3.43%
26.92%
-3.39%
23.47%
-6.06%
-1.00%
12.20%
1.85%
As of December 22, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.50%
Stock 99.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.45%
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Basic Info

Investment Strategy
Harvest Travel & Leisure Income ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Travel & Leisure Index and to provide holders of Units with monthly cash distributions. Harvest Travel & Leisure Income ETF primarily invests in, directly or indirectly, the equity constituents of the Solactive Travel & Leisure Index, or any successor thereto, while writing covered call options on up to 33% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
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