Opportunistic Trader ETF (WZRD)

Overview

The fund is designed as an actively managed exchange-traded fund (ETF) that aims to generate returns for investors through a strategically diversified investment approach. By investing in a mix of individual company securities and exchange-traded index funds, including both ETFs and other types of exchange-traded products, the fund provides a balanced exposure across various sectors and asset classes. Additionally, the fund leverages derivatives, primarily options and futures, to gain exposure to its targeted investments, enhancing its ability to achieve its investment objectives through a combination of strategic asset allocation and active management.

Products and Services

• Portfolio of Securities

  Invests in a diversified portfolio of securities from individual companies, offering investors exposure to a broad range of industries and sectors. This diversified approach aims to minimize risks associated with individual securities while capturing growth across different segments of the market.

• Exchange-Traded Index Funds (ETFs)

  Incorporates investments in various exchange-traded index funds, which may include both ETFs and other types of exchange-traded products. This strategy allows the fund to gain broad market exposure and participate in the overall market trends, contributing to a balanced investment approach.

• Derivatives Exposure

  Anticipates investing in derivatives, including primarily options and futures, to manage risk and optimize returns. This includes gaining exposure to both individual companies and index ETFs through these financial instruments. The use of derivatives is aimed at enhancing the fund's flexibility in adjusting its exposure to the market, allowing for potentially higher returns while managing risk.