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CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y- Shs Outstand Perf Week-0.46%
SponsorUnity Wealth Partners ETF Type Tagsequity Return% 3Y- Total Holdings51 Perf Month5.85%
Fund Family Bond Type Tagsoptions Return% 5Y- AUM3.77M Perf Quarter9.67%
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 YTD8.27%
Dividend TTM- ESG Type Tagstactical Flows% 3M0.00% 52W High-1.28% Beta-
Dividend Ex-Date- Dividend Type Sector/Theme Flows% YTD189.18% 52W Low14.66% ATR (14)0.13
Expense0.96% Structure Type Region Flows% 1Y RSI (14)59.31 Volatility0.02% 0.06%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.00 Prev Close21.67
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume0.46K Price21.67
SMA200.68% SMA503.61% SMA2005.30% Trades Volume0 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.