CTIF

Castellan$52.85 ()
AUM $189.3MER 0.45%NAV $52.81Holdings

Price Chart

Key Statistics

Previous Close

$53.37

Day Range

N/A

52-Week Range

$47.46$56.17

Avg Volume

9.4K

Dividend Yield

Expense Ratio

0.45%

AUM

$189.3M

Shares Outstanding

Sector Breakdown

SectorWeight %
Industrials38.99%
Technology33.25%
Financial Services14.93%
Healthcare4.31%
Basic Materials4.29%
Consumer Defensive4.13%
Consumer Cyclical0.04%
Communication Services0.04%
Energy0.01%
Real Estate0.01%
Utilities0.01%

Fund Information

Issuer
Castellan
Category
Industrials
Inception Date
Jun 24, 2025
Exchange
BATS
Description
CTIF seeks current income and capital appreciation opportunities by investing in companies that have a 10-year history of growing their dividend. The portfolio is composed of an equity and an options sleeve. The equity sleeve uses a rules-based quantitative screening process that evaluates various factors, such as financial leverage, earnings, free cash flows, payout ratios, and industry leadership. It selects up to 50 stocks with financial strength that demonstrate growth in free cash flows, earnings, and dividends. The fund also considers a companys management and its ability to allocate capital. The options sleeve involves selling covered call options on up to 20% of the equity holdings, if considered advantageous. If options are written, the portfolio manager aims to write out-of-the-money, short-term contracts as a possible way to increase income. As an actively managed ETF, the fund has full discretion to adjust the portfolio at any time.

Similar ETFs

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VXUSVanguard Total International Stock ETF$646.20B
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VBVanguard Morningstar Small-Cap ETF$183.40B
IJHiShares Core S&P Mid-Cap ETF$122.69B
VXFVanguard Extended Market ETF$93.70B

The Castellan Targeted Income ETF (CTIF) is an exchange-traded fund issued by Castellan that launched on Jun 24, 2025. It currently manages $189.3M in assets under management. The fund charges an expense ratio of 0.45%. It falls under the Industrials 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
1W
-0.74%
1M
-4.82%
3M
+1.31%
6M
+7.32%
YTD
+5.02%
1Y
+1.69%
3Y
+7.69%
5Y
+7.69%

Moving Averages

20-Day MA

$54.24

Below 20-Day MA
50-Day MA

$53.86

Below 50-Day MA
200-Day MA

$52.02

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$56.17

Current Price

$52.85

52-Week Low

$47.46

$47.46$56.17

Current Yield

Annual Dividend

$1.2889

Frequency

4x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.6440Dec 24, 2025
Sep 29, 2025$0.6448Sep 30, 2025

Dividend Payments Over Time

Category Comparison

MetricCTIFIndustrials(359 ETFs)
Fund Info
Expense Ratio0.45%0.70%
AUM$189.3M$4.89B
Dividend Yield2.32%
Avg Volume9.4K190.4K
Holdings284
Performance
1-Month Return-4.90%
6-Month Return-0.59%
YTD Return+9.27%
1-Year Return+8.97%

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