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XFUNDS Adds Weekly Income ETF (FIZY) to Keith Fitz-Gerald’s Must Have Portfolio® Suite

  • XFUNDS launched the actively managed Fitz-Gerald Must Have Portfolio ® and Options Overlay ETF (NYSE Arca: FIZY), which pairs Keith Fitz-Gerald's proprietary equity framework with an options overlay.
  • The fund targets 15 to 30 companies with visionary leadership & dominant positions in essential products, utilizing the proprietary 5D's framework developed over 45 years.
  • FIZY aims to generate potential weekly cash distributions by selling options on portfolio holdings, including covered calls, cash-secured puts, & credit spreads.
  • Premium income strategies shift based on market conditions & volatility, with the fund holding cash or short-term U.S. Treasury securities as collateral.
  • The ETF joins XFUNDS' existing lineup, which includes FITZ, DRMY, FIAX, GIAX, BLOX, GLDN, SLVX, NUKX, WEPN, BHDG, & NGHT.
  • Risks associated with the fund include derivatives, counterparty, equity market, thematic investing, & distribution risks, with no assurance of weekly payouts.
  • The fund is distributed by Foreside Fund Services, LLC, & detailed prospectus information is available via the provided contact number or website.