Skip to main content
Signal8

Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY): ETF

ETF traded on ARCX under symbol FIZY. Quoted in usd.

Fitz-Gerald Must Have Portfolio® and Options Overlay ETF logo

Fitz-Gerald Must Have Portfolio® and Options Overlay ETF

+2.72%$25.27
ARCX:FIZYEquity
AUM $13.32M·YTD --·Yield --
Fitz-Gerald Must Have Portfolio® and Options Overlay ETF logoARCX:FIZY$25.27+2.72%
About FIZY

An actively managed exchange-traded fund that has a primary investment objective to seek current income through options strategies, and a secondary investment objective to seek long-term capital appreciation by investing in equity securities selected using a proprietary “Must Have Portfolio®” framework.

Largest holdings

  1. PLTR Palantir Technologies Inc5.90%
  2. AAPL Apple Inc5.85%
  3. CRWD Crowdstrike Holdings Inc5.38%
  4. WMT Walmart Inc4.97%
  5. LLY Eli Lilly & Co4.92%
  6. NVDA NVIDIA Corp4.79%
  7. CVX Chevron Corp4.75%
  8. ABBV AbbVie Inc4.56%
  9. MSFT Microsoft Corp4.55%
  10. GILD Gilead Sciences Inc4.49%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$106,707
Total Return
+$36,707
(+52.4%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$13.32M
NAV$24.21
Premium/Discount+4.38%
Expense Ratio0.99%
Market Cap--
Shares Outstanding--
Inception DateAug. 3, 2026
Fund Details
IssuerNicholasx
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$24.73$26.67
Current: $25.27
Volume
Volume4.19K
Avg Volume18.43K
Vol/Avg0.23x

30d

16.54K

60d

15.02K

90d

17.13K

Comparable ETFs