FITZ

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Category	US Equities - Quant Strat
Sponsor	Xfunds
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Expense	0.75%
Inverse/Leveraged
IPO	May 28, 2026

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / Yes

Tags	U.S.
Tags	equity
Tags	disruptive
Tags	innovation
Tags	large-cap
Tags	quantitative
Tags	-
Sector/Theme
Region
SMA20	-0.36%
SMA50	-0.23%
SMA200	-0.23%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	4.73%
Flows% 3M	-
Flows% YTD	-
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	31
AUM	81.31M
NAV/sh
52W High	36.30 -33.03%
52W Low	23.43 3.76%
Volatility	1.36% 1.00%
ATR (14)	0.37
RSI (14)	48.07
Beta	-
Rel Volume	0.00
Avg Volume	150.38K
Volume	0

Perf Week	0.23%
Perf Month	-0.17%
Perf Quarter	-
Perf Half Y	-
Perf YTD	-2.88%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	24.31
Price	24.31
Change	0.00%

Jul-08-26 05:18PM	Keith Fitz-Gerald Says Diversification is Broken: His 4% Fix (etf.com)
Jul-06-26 03:59PM	Behind the Ticker: FITZ One Bar Ahead (etf.com)

Fitz-Gerald Must Have Portfolio ETF is an actively managed equity vehicle that targets a high-conviction, concentrated portfolio of 15 to 30 companies positioned to capitalize on long-term cross-sector structural shifts. The strategy utilizes a proprietary, top-down screening framework focused on identifying "must-have" businesses driven by secular transformations across digitalization, defense, diffusion, distribution, and dislocation.

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Fitz-Gerald Must Have Portfolio ETF

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