BEZ

Tradr$5.78-0.80 (-12.16%)
AUM $15.7MER 1.49%NAV $6.59Holdings

Price Chart

Key Statistics

Previous Close

$6.58

Day Range

$5.64$6.17

52-Week Range

$1.60$27.61

Avg Volume

2.3M

Dividend Yield

Expense Ratio

1.49%

AUM

$15.7M

Shares Outstanding

205.0K

Fund Information

Issuer
Tradr
Inception Date
Feb 9, 2026
Exchange
BATS
Description
BEZ uses swap agreements and listed call options to make bearish bets on the share price of Bloom Energy Corp. (BE). The fund may also invest directly in the BE. Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The fund seeks to maintain inverse daily leveraged exposure equivalent to 200% of the daily percentage change in BE price through daily rebalancing. Returns may deviate from the expected -200% if held for longer than a single day due to factors such as volatility and compounding. The fund expects to invest in US Government securities, money market funds, short-term bond ETFs, and corporate debt as collateral.

The Investment Managers Series Trust II - Tradr 2X Short BE Daily ETF (BEZ) is an exchange-traded fund issued by Tradr that launched on Feb 9, 2026. It currently manages $15.7M in assets under management. The fund charges an expense ratio of 1.49%.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1CASHUSD112.97%17,385,012$17.4M
2CFD BLOOM ENERGY CORP- A3.21%31,153,308$494K
3NET OTHER ASSETS-16.18%-2,490,456$-2490456

Detailed Returns

PeriodReturnETF
1D
-12.16%
1W
-20.80%
1M
-36.48%
3M
-67.58%
6M
-66.11%
YTD
-74.92%
1Y
-74.92%
3Y
-74.92%
5Y
-74.92%

Moving Averages

20-Day MA

$9.46

Below 20-Day MA
50-Day MA

$12.95

Below 50-Day MA
200-Day MA

$12.59

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.61

Current Price

$5.78

52-Week Low

$1.60

$1.60$27.61

Current Yield

Annual Dividend

$0.6800

Frequency

4x/year

Last Ex-Date

Dec 15, 2010

Dividend History

Ex-DateAmountPay Date
Dec 15, 2010$0.1700Dec 30, 2010
Sep 15, 2010$0.1700Oct 8, 2010
Jun 14, 2010$0.1700Jul 7, 2010
Mar 15, 2010$0.1700Apr 7, 2010
Dec 11, 2009$0.1700Jan 5, 2010
Sep 4, 2009$0.1700Sep 30, 2009
Jun 5, 2009$0.1700Jun 30, 2009
Mar 6, 2009$0.1700Mar 31, 2009
Dec 12, 2008$0.1700Jan 6, 2009
Sep 5, 2008$0.1700Sep 30, 2008
Jun 5, 2008$0.1700Jun 30, 2008
Mar 6, 2008$0.1700Mar 31, 2008
Dec 12, 2007$0.1700Jan 4, 2008
Sep 5, 2007$0.1700Sep 28, 2007
Jun 6, 2007$0.1700Jun 29, 2007
Mar 7, 2007$0.1700Mar 30, 2007
Dec 13, 2006$0.1700Jan 3, 2007
Sep 6, 2006$0.1700Sep 29, 2006
Jun 7, 2006$0.1700Jun 30, 2006
Mar 8, 2006$0.1600Mar 31, 2006

Dividend Payments Over Time

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