Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y- Shs Outstand Perf Week-0.95%
SponsorUnity Wealth Partners ETF Type Tagsequity Return% 3Y- Total Holdings60 Perf Month0.46%
Fund Family Bond Type Tagsoptions Return% 5Y- AUM3.72M Perf Quarter5.61%
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 YTD6.15%
Dividend TTM- ESG Type Tagstactical Flows% 3M0.00% 52W High-3.20% Beta-
Dividend Ex-Date- Dividend Type Sector/Theme Flows% YTD197.66% 52W Low12.42% ATR (14)0.17
Expense0.96% Structure Type Region Flows% 1Y RSI (14)49.36 Volatility0.98% 0.26%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.01 Prev Close21.07
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume0.29K Price21.25
SMA20-1.03% SMA500.72% SMA2002.93% Trades Volume2 Change0.84%
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.