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CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y- Shs Outstand Perf Week-2.78%
SponsorUnity Wealth Partners ETF Type Tagsequity Return% 3Y- Total Holdings57 Perf Month-7.50%
Fund Family Bond Type Tagsoptions Return% 5Y- AUM3.21M Perf Quarter-13.58%
Index- Average Maturity Tagsgrowth Return% 10Y NAV% Perf Half Y-8.98%
Index Weighting Commodity Type Tagsvalue Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tagscovered-call Flows% 1M0.00% 52W Range17.34 - 21.95 Perf YTD-12.17%
Dividend TTM0.10 (0.53%) ESG Type Tagstactical Flows% 3M0.00% 52W High-16.95% Beta-
Dividend Ex-DateMar 28, 2025 Dividend Type Sector/Theme Flows% YTD0.00% 52W Low5.13% ATR (14)0.36
Expense0.96% Structure Type Region Flows% 1Y RSI (14)39.15 Volatility0.12% 0.59%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.46 Prev Close18.36
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume0.07K Price18.23
SMA20-3.61% SMA50-9.77% SMA200-11.14% Trades Volume10 Change-0.69%
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF seeks long-term capital appreciation. The fund is an actively managed ETF that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. It will invest, under normal circumstances, at least 80% of its net assets plus the amount of borrowings for investment purposes, in the fund's Core Capital Appreciation Strategy and Options Strategy.