BTR

Beacon$26.95-0.13 (-0.46%)
AUM $36.4MER 1.54%NAV $26.80Holdings

Price Chart

Key Statistics

Previous Close

$27.08

Day Range

$26.95$27.00

52-Week Range

$23.16$27.10

Avg Volume

1.0K

Dividend Yield

1.25%

Expense Ratio

1.54%

AUM

$36.4M

Shares Outstanding

1.1M

ETF Grades

?

Sector Breakdown

SectorWeight %
Energy12.13%
Technology9.97%
Consumer Cyclical9.33%
Utilities9.24%
Healthcare9.14%
Communication Services8.98%
Industrials8.92%
Basic Materials8.52%
Consumer Defensive8.30%
Real Estate8.13%
Financial Services7.34%

Country Allocation

CountryWeight %
United States99.08%
United Kingdom0.20%
Brazil0.18%
Switzerland0.18%
Ireland0.16%
Canada0.10%
Netherlands0.04%
Mexico0.02%
Taiwan0.01%
India0.01%
Israel0.01%
Hong Kong0.00%
Singapore0.00%
Germany0.00%

Fund Information

Issuer
Beacon
Category
Energy
Types
Active
Inception Date
Apr 18, 2023
Exchange
NYSE_ARCA
Description
The fund is an actively managed exchange-traded fund (“ETF”) that may engage in active trading. The fund advisor will use a “fund of funds” approach, and seeks to achieve the fund's investment objective by investing in the shares of market sector exchange-traded funds.

Similar ETFs

SymbolNameAUM
XLEState Street Energy Select Sector SPDR ETF$39.93B
IUSBiShares Core Universal USD Bond ETF$36.56B
USHYiShares Broad USD High Yield Corporate Bond ETF$25.79B
FBNDFidelity Total Bond ETF$25.03B
VDEVanguard Energy ETF$13.20B

The Beacon Tactical Risk ETF (BTR) is an exchange-traded fund issued by Beacon that launched on Apr 18, 2023. It currently manages $36.4M in assets under management. The fund charges an expense ratio of 1.54%. It falls under the Energy category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
-0.46%
1W
-0.53%
1M
+6.09%
3M
+2.70%
6M
+6.83%
YTD
+5.92%
1Y
+13.74%
3Y
+7.67%
5Y
+7.95%

Moving Averages

20-Day MA

$26.43

Above 20-Day MA
50-Day MA

$26.46

Above 50-Day MA
200-Day MA

$25.53

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.10

Current Price

$26.95

52-Week Low

$23.16

$23.16$27.10

Current Yield

1.25%

Annual Dividend

$0.7633

Frequency

1x/year

Last Ex-Date

Dec 26, 2025

Dividend History

Ex-DateAmountPay Date
Dec 26, 2025$0.3262Jan 2, 2026
Dec 27, 2024$0.2268Jan 3, 2025
Dec 26, 2023$0.2103Jan 2, 2024

Dividend Payments Over Time

Category Comparison

MetricBTREnergy(170 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio1.54%0.68%0.80%
AUM$36.4M$1.68B$325.7M
Dividend Yield1.25%4.21%6.78%
Avg Volume1.0K678.2K143.8K
Holdings26483
Performance
1-Month Return+5.54%+0.78%+5.09%
6-Month Return+6.22%+15.32%-0.73%
YTD Return+6.92%+15.85%+2.42%
1-Year Return+15.14%+31.99%+11.86%

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