MSTQ

LHA Market State Tactical Q ETF

$39.35

+0.00%

Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The MSTQ ETF seeks to provide long-term capital appreciation by investing in a portfolio of innovative companies across various sectors.

Overview

ETF tracking LHA Market State Tactical Q ETF

Category Innovation

Issuer Other

Inception Date 2022-03-15

Market Cap $30.5M

Average Volume N/A

Dividend Yield 3.08%

52-Week Range $29.14 - $41.29

VWAP $39.42

Performance

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Investment Summary

📎 Investment Objective

The MSTQ ETF seeks to provide long-term capital appreciation by investing in a portfolio of innovative companies across various sectors.

🎯 Investment Strategy

The fund uses a tactical, rules-based approach to identify and invest in companies that exhibit characteristics of innovation, growth, and market leadership. The portfolio is actively managed and adjusted based on market conditions to seek to capture upside potential while managing downside risk.

✨ Key Features

Focuses on innovative companies across a range of sectors, including technology, healthcare, and consumer discretionary
Employs a tactical, rules-based investment strategy to adapt to changing market environments
Actively managed portfolio with the potential for higher returns but also higher volatility
Low expense ratio of 0.00%

⚠️ Primary Risks

Higher volatility and risk compared to broader market indexes due to the fund's focus on innovative companies
Potential for underperformance during periods of market downturn or when the fund's investment strategy is not effective
Concentration risk as the fund may have significant exposure to a particular sector or industry
Liquidity risk as the fund may invest in smaller or less-traded companies

👤 Best For

The MSTQ ETF may be suitable for investors with a higher risk tolerance and a long-term investment horizon who are seeking exposure to innovative companies with the potential for capital appreciation. This fund may be appropriate as a satellite or growth-oriented component of a diversified investment portfolio.