CTJL

Corgi Funds$25.56 ()
AUM $1.3MER 0.30%NAV $25.37Holdings

Price Chart

Key Statistics

Previous Close

$25.55

Day Range

N/A

52-Week Range

$24.90$25.66

Avg Volume

328

Dividend Yield

Expense Ratio

0.30%

AUM

$1.3M

Shares Outstanding

Fund Information

Inception Date
Jul 2, 2026
Description
CTJL aims to provide the price return of SPDR S&P ETF Trust up to a cap established each year, while providing a hedge against the first 30% decline. The outcome period is set for July 1 through June 30, each year. The upside cap is reset at the end of each outcome period. It should be noted that investors give up any potential dividends tied to the SPDR S&P ETF Trust. In addition, the hedge is only against the first 30% decline, should the SPDR S&P ETF Trust decline further than 30%, investors are exposed to the losses on a 1:1 basis. In order to pursue the strategy, the Issuer uses FLEX options to construct the exposure.

The Corgi ETF Trust I - Corgi U.S. Equities 30% Structured Buffer ETF - July Series (CTJL) is an exchange-traded fund issued by Corgi Funds that launched on Jul 2, 2026. It currently manages $1.3M in assets under management. The fund charges an expense ratio of 0.30%.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPY 06/30/2027 149.14 C76.70%16$973K
2United States Treasury Note/Bond 3.25% 06/30/202719.55%250,000$248K
3SPY 06/30/2027 708.43 P2.95%16$37K
4First American Government Obligations Fund 12/01/20312.74%34,814$35K
5Cash & Other0.13%1,626$2K
6SPY 06/30/2027 484.72 P-0.50%-16$-6381
7SPY 06/30/2027 852.36 C-1.57%-16$-19866

Detailed Returns

PeriodReturnETF
1D
1W
-0.33%
1M
-0.51%
3M
+1.67%
6M
+1.67%
YTD
+1.67%
1Y
+1.67%
3Y
+1.67%
5Y
+1.67%

Moving Averages

20-Day MA

$25.54

Above 20-Day MA
50-Day MA

$25.38

Above 50-Day MA
200-Day MA

$25.38

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.66

Current Price

$25.56

52-Week Low

$24.90

$24.90$25.66

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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