Business Wire·Oct 19, 2026, 9:00 AM ET

The Fitz-Gerald Must Have Portfolio® ETF (FITZ) Crosses $100 Million in Assets

XFUNDS announced that the Fitz-Gerald Must Have Portfolio® ETF (FITZ) surpassed $100 million in assets under management as of October 9, 2026.
FITZ is an actively managed, thematically driven ETF built on four decades of proprietary research from Keith Fitz-Gerald.
The fund targets 20 to 30 high-conviction holdings selected with a 5 to 10 year horizon, emphasizing strong balance sheets, disciplined capital allocation, & durable earnings power.
Holdings are chosen using Fitz-Gerald's proprietary "5D's" framework, which evaluates exposure to Digitalization, Defense, Distribution, Dislocation, & Diffusion.
FITZ serves as a single, professionally managed equity holding designed to anchor, replace, or complement core portfolio strategies for advisors & investors.
Keith Fitz-Gerald, the portfolio manager, has 45 years of experience as a global investor & strategist & is principal at Keith Fitz-Gerald Research.
XFUNDS is a leading provider of actively managed ETFs that utilizes derivatives & income-producing securities to mitigate risk & find non-correlated returns.
The press release includes standard risk disclosures regarding equity market risk, thematic investing risk, & distribution risk, noting that past performance does not guarantee future results.