XTOCInnovator U.S. Equity Accelerated Plus ETF
XTOC Fund Description
XTOC aims for 3x upside return of SPY to a cap, with approximately single exposure on the downside, over a one-year outcome period.
XTOC Factset Analytics Insight
XTOC will invest at least 80% of its net assets in a portfolio of FLEX Options. These options reference the SPDR S&P 500 ETF Trust (SPY), which in turn tracks the S&P 500 index, a market-cap-weighted index comprised of 500 of the largest companies in leading industries in the US. With this, XTOC expects to have significant exposure to Information Technology companies. Unlike leveraged funds, this accelerated ETF aims for returns that are 3x magnified on the upside only over a one-year outcome period, subject to a cap. Note: investors must hold shares for an entire outcome period in order to achieve the intended returns.
XTOC Summary Data
XTOC Portfolio Data
XTOC Index Data
XTOC Portfolio Management
XTOC Tax Exposures
XTOC Fund Structure
XTOC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XTOC. XTOC is rated a N/A out of 5.
XTOC Top 10 Holdings
XTOC Economic Development
XTOC Performance Statistics
XTOC Benchmark Comparison Summary
XTOC Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.