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Peakshares Sector Rotation ETF (PSTR)

ETF overview

PSTR aims for superior investment outcomes by dynamically assessing economic, political, and market landscapes, identifying lucrative prospects, and diligently working to mitigate potential downsides. The fund's investment weighting is determined by predictive methodologies, which synthesize sector-level analysis with top-down macroeconomic factors such as prevailing industry trends, financial metrics, and anticipated returns. Complementing this, the strategy also incorporates bottom-up fundamental analysis of distinct companies. While upholding foundational investments in sectors mirrored by the S&P 500, the fund systematically reallocates capital, adjusting its selection and weighting across a wider spectrum of the domestic market. This approach is designed to generate alpha by exploiting discrepancies between its chosen sector exposures and the broader market's composition. Furthermore, to bolster profitability and create supplementary revenue, it employs a covered call option writing strategy. Investors should be aware that the fund may engage in high portfolio turnover due to frequent trading activity. Its investment universe can encompass equity exchange-traded funds (ETFs) and various derivative instruments.

CountryUnited States of America
ExchangeNASDAQ
Trades inUSD
Current price
31.59 USD+0.25%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
2.88%
Fund assets
66.12M USD (all share classes)
Issuer
PeakShares
Inception date
Apr 29, 2024
Number of holdings
394

Breakdown

Holdings (394)

NameTickerWeight
State Street Financial Select Sector SPDR ETF USD ClassXLF9.79%
Vanguard Information Technology ETFVGT8.41%
State Street Health Care Select Sector SPDR ETF USD ClassXLV7.84%
State Street Technology Select Sector SPDR ETF USD ClassXLK7.60%
State Street Communication Services Select Sector SPDR ETFXLC5.28%
State Street Consumer Staples Select Sector SPDR ETFXLP5.19%
State Street Industrial Select Sector SPDR ETF USD ClassXLI4.08%
State Street Consumer Discretionary Select Sector SPDR ETFXLY3.20%
Microsoft CorporationMSFT2.87%
State Street Utilities Select Sector SPDR ETF USD ClassXLU2.49%
and 381 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Peakshares Sector Rotation ETF (PSTR)

PSTR · NASDAQ
31.59 USD+0.25%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
2.88%
Fund assets
66.12M USD (all share classes)
Issuer
PeakShares
Inception date
Apr 29, 2024
Number of holdings
394
Breakdown
Holdings (394)
NameTickerWeight
State Street Financial Select Sector SPDR ETF USD ClassXLF9.79%
Vanguard Information Technology ETFVGT8.41%
State Street Health Care Select Sector SPDR ETF USD ClassXLV7.84%
State Street Technology Select Sector SPDR ETF USD ClassXLK7.60%
State Street Communication Services Select Sector SPDR ETFXLC5.28%
State Street Consumer Staples Select Sector SPDR ETFXLP5.19%
State Street Industrial Select Sector SPDR ETF USD ClassXLI4.08%
State Street Consumer Discretionary Select Sector SPDR ETFXLY3.20%
Microsoft CorporationMSFT2.87%
State Street Utilities Select Sector SPDR ETF USD ClassXLU2.49%
and 381 more
ETF overview

PSTR aims for superior investment outcomes by dynamically assessing economic, political, and market landscapes, identifying lucrative prospects, and diligently working to mitigate potential downsides. The fund's investment weighting is determined by predictive methodologies, which synthesize sector-level analysis with top-down macroeconomic factors such as prevailing industry trends, financial metrics, and anticipated returns. Complementing this, the strategy also incorporates bottom-up fundamental analysis of distinct companies. While upholding foundational investments in sectors mirrored by the S&P 500, the fund systematically reallocates capital, adjusting its selection and weighting across a wider spectrum of the domestic market. This approach is designed to generate alpha by exploiting discrepancies between its chosen sector exposures and the broader market's composition. Furthermore, to bolster profitability and create supplementary revenue, it employs a covered call option writing strategy. Investors should be aware that the fund may engage in high portfolio turnover due to frequent trading activity. Its investment universe can encompass equity exchange-traded funds (ETFs) and various derivative instruments.

CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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