FIZY — Fitz-Gerald Must Have Portfolio® and Options Overlay ETF
Fitz-Gerald Must Have Portfolio® and Options Overlay ETF (FIZY)
FIZY carries a 1.01% expense ratio.
Fitz-Gerald Must Have Portfolio® and Options Overlay ETF is an actively managed ETF that pursues current income through options strategies while investing in large-cap equities selected via Nicholas Wealth Management's "Must Have Portfolio®" framework, which screens companies across five thematic categories: Digitalization, Defense, Diffusion, Distribution, and Dislocation. The fund carries an expense ratio of 1.01% and operates with a modest asset base. It appeals to income-focused investors seeking equity exposure combined with options-based income generation strategies.
FIZY key facts
- Issuer
- Nicholas Wealth Management
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 08/03/2026
- Expense ratio
- 1.01%
- Distribution frequency
- Weekly
- Last close
- $26.54
- AUM
- $2,060,000
- Average volume
- 28900.0
- Payout ratio
- 0.0
- Forward P/E
- 0.0
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