SoFi Enhanced Yield ETF (THTA) Research

The SoFi Enhanced Yield ETF (THTA) aims to deliver a boosted yield for investors. It achieves this by combining two distinct investment approaches: holding U.S. Treasury Bills and/or Bonds, and employing a "credit spread" option strategy. The fund's net assets are generally allocated with 95-100% in U.S. Treasury securities and 2-5% in cash or cash equivalents. Additionally, it incorporates credit spread options, which can constitute up to 90% of its strategic exposure. ZEGA Financial, LLC, the fund's sub-adviser, is responsible for managing the portfolio of U.S. Treasury Bills and/or Bonds. They target an average portfolio duration of approximately one year, anticipating that these holdings will generate both annual interest income and capital appreciation. It's important to note that this fund is classified as non-diversified.

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