As of late May, actively managed fixed income ETFs had already gathered $35 billion. This was equal to a 38% share of the category's net inflows for the year.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LA Loni Adams Daymark Wealth Partners LLC | 531,700 | $13.39M | $13.23M | -$164,695.95 | -1.23% |
| NASDAQ (NGS) Exchange | US Country |
The fund operates as an actively managed exchange-traded fund (ETF) with a specific focus on income-generating, fixed-income securities. This objective is pursued with a strategy that involves allocating at least 80% of its total assets, in addition to any borrowed funds used for investment purposes, towards securities that produce income. The fund's approach is designed to cater to investors who are seeking consistent income from their investments while participating in the potential for capital appreciation that fixed-income securities can offer.
The fund's products and services are characterized by a focused investment strategy in fixed-income securities: