Trend Aggregation Conservative ETF (TACE) Research

This fund aims to generate a total return for investors. To achieve this, it strategically allocates capital to various exchange-traded funds (ETFs). These underlying ETFs predominantly focus on an eclectic mix of holdings, including debt instruments, real estate investment trusts (REITs), master limited partnerships (MLPs), income-generating equity stocks (such as those in the utility sector), put options, U.S. government bonds, and exchange-traded notes (ETNs). The fixed income ETFs within the portfolio are broad, encompassing both domestic and foreign bonds across the full spectrum of credit quality, maturity periods, and interest rate sensitivities.

Market snapshot

Symbol
TACE
Price
$25.59
Day change
-0.14%
Market cap
$16.0M
52-week range
23.82-25.8255
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Natixis Loomis Sayles Short Duration Income ETF (LSST)
  • VanEck Morningstar ESG Moat ETF (MOTE)
  • Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM)
  • QUANTX Risk Managed Multi-Asset Total Return ETF (QXTR)
  • First Trust Mid Cap US Equity Select ETF (RNMC)
  • Defiance Next Gen SPAC Derived ETF (SPAK)
  • SPDR MFS Systematic Growth Equity ETF (SYG)
  • Syntax Stratified U.S. Total Market ETF (SYUS)

Open Trend Aggregation Conservative ETF (TACE) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.