Lone Peak SMID Value ETF (LPSV): ETF
ETF traded on ARCX under symbol LPSV. Quoted in usd.
Lone Peak SMID Value ETF
+0.58%$22.99
ARCX:LPSVEquity
AUM $459K·YTD --·Yield --
ARCX:LPSV$22.99+0.58%AUM $459KAbout LPSV
An actively managed exchange-traded fund that seeks to provide long-term capital appreciation. The fund invests in a portfolio of small and mid-capitalization companies that the adviser believes represent either high-quality, strong return profiles (Durable Value) or have negative market sentiment but defensible franchise value (Dynamic Value). It is not an index fund.
Largest holdings
- KBR KBR, Inc.5.81%
- RKT Rocket Companies, Inc.5.76%
- PLAB Photronics, Inc.5.59%
- AMBC Octave Specialty Group, Inc.5.57%
- SANM Sanmina Corporation5.07%
- ECG Everus Construction Group, Inc.5.07%
- OPLN OPENLANE, Inc.4.97%
- KRNT Kornit Digital Ltd.4.51%
- DLB Dolby Laboratories, Inc.4.49%
- CPRT Copart, Inc.4.41%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$108,691
Total Return
+$38,691
(+55.3%)
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$459,378
NAV$22.97
Premium/Discount+0.07%
Expense Ratio0.70%
Market Cap--
Shares Outstanding--
Inception DateSep. 14, 2026
Fund Details
IssuerLone Peak Global Investors
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
Websitelonepeakglobaletfs.com
52-Week Range
Volume
Volume2.03K
Avg Volume1.18K
Vol/Avg1.72x
30d
255
60d
693
90d
693
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