IPPP

$10.09 ()
AUM $11.4MER 1.27%NAV $9.97Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$9.40$10.12

Avg Volume

1.7K

Dividend Yield

2.91%

Expense Ratio

1.27%

AUM

$11.4M

Shares Outstanding

ETF Grades

?

Sector Breakdown

SectorWeight %
Utilities100.00%

Fund Information

Category
Utilities
Inception Date
Mar 7, 2022
Description
The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in a portfolio of preferred securities issued by U.S. and non-U.S. companies. It may invest in preferred securities of all issuer capitalizations. The fund may also invest in publicly-traded partnerships (“PTPs”). The Advisor intends to maintain approximately 10% asset exposure to a credit spread options strategy, although market conditions may dictate additional exposure.

Similar ETFs

SymbolNameAUM
XLUState Street Utilities Select Sector SPDR ETF$24.18B
DVYiShares Select Dividend ETF$22.36B
HYGiShares iBoxx $ High Yield Corporate Bond ETF$17.39B
VPUVanguard Utilities ETF$10.80B
IGFiShares Global Infrastructure ETF$10.44B

The Preferred-Plus ETF (IPPP) is an exchange-traded fund that launched on Mar 7, 2022. It currently manages $11.4M in assets under management. The fund charges an expense ratio of 1.27%. It falls under the Utilities 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
1M
3M
6M
YTD
1Y
+5.65%
3Y
+10.39%
5Y
-6.91%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$10.12

Current Price

$10.09

52-Week Low

$9.40

$9.40$10.12

Current Yield

2.91%

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricIPPPUtilities(94 ETFs)Preferred Stock(30 ETFs)
Fund Info
Expense Ratio1.27%0.78%0.59%
AUM$11.4M$1.69B$1.37B
Dividend Yield2.91%3.16%9.69%
Avg Volume1.7K916.4K369.2K
Holdings225153
Performance
1-Month Return+3.52%+2.77%
6-Month Return+5.45%-1.19%
YTD Return+7.54%+0.36%
1-Year Return+19.36%+3.17%

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