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CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y- Shs Outstand Perf Week2.85%
SponsorUnity Wealth Partners ETF Type Tagsequity Return% 3Y- Total Holdings55 Perf Month3.21%
Fund Family Bond Type Tagsoptions Return% 5Y- AUM3.78M Perf Quarter5.28%
Index- Average Maturity Tagsgrowth Return% 10Y NAV% Perf Half Y-
Index Weighting Commodity Type Tagsvalue Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tagscovered-call Flows% 1M0.00% 52W Range18.90 - 21.95 Perf YTD4.16%
Dividend TTM0.08 (0.37%) ESG Type Tagstactical Flows% 3M0.00% 52W High-1.50% Beta-
Dividend Ex-DateDec 30, 2024 Dividend Type Sector/Theme Flows% YTD0.00% 52W Low14.39% ATR (14)0.17
Expense0.96% Structure Type Region Flows% 1Y RSI (14)62.90 Volatility0.00% 0.30%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.01 Prev Close21.62
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume0.30K Price21.62
SMA202.72% SMA501.77% SMA2004.35% Trades Volume4 Change0.00%
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.