OILU ETF Report: Ratings, Analysis, Quotes, Holdings

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*Unless otherwise stated, data provided by FactSet.

OILU Fund Description

OILU provides 3x daily leveraged exposure to a tier-weighted index of US firms involved in oil and gas exploration and production.

OILU Factset Analytics Insight

OILU is an aggressive and bullish one-day bet on a concentrated portfolio of US companies in the oil and gas exploration and production industry. The index has a slightly broader scope of the industry as it covers three segments: (i) integrated oil and gas exploration and production, (ii) upstream energy, and (iii) downstream and midstream energy. The index does not include MLPs. It selects the top 25 stocks by market-cap and weights the resulting portfolio by average daily value traded. The following weights are assigned per bucket: 30% for oil and gas exploration and production, 50% for upstream, and 20% for downstream and midstream. As a geared product, OILU is only designed as a short-term trading tool. Long-term returns could materially differ from those of the index due to daily compounding. Additionally, since the fund uses an ETN structure, investors assume the credit risk of the issuer.

PERFORMANCE [as of 05/12/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

OILU -- -- -- -- -- -- --

OILU (NAV) -8.33% 29.30% 154.76% -- -- -- --

N/A -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

OILU Summary Data

BMO

REX Microsectors

11/08/21

Exchange-Traded Note

0.95%

$51.91M

0.30%

N/A

Fund Home Page

OILU Portfolio Data

N/A

OILU Index Data

N/A

Tiered

Market Cap

N/A

OILU Fund Structure

-- / --

BMO Asset Management, Inc.

N/A

Medium

Leverage Reset Frequency Daily

OILU Tax Exposures

20.00% / 39.60%

OILU Factset Analytics Block Liquidity

As of 05/13/22

This measurement shows how easy it is to trade a $1 million USD block of OILU. OILU is rated a N/A out of 5.

OILU Tradability

95,965

$5.01M

88,852

$4.92M

0.30%

$0.17

0.05%

8.81% / -3.83%

None

100.00%

25,000

3.55

$52.17

N/A

Options Strategies for Outcome Investing

Collar Strategy
Protection Strategy
Covered Call Strategy
Income Strategy

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.

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