ETF profile for Fitz-Gerald Must Have Portfolio ETF (FITZ) from the issuer: top holdings, net assets, expense ratio and shares outstanding.

FITZ ETF Profile

Name: FITZ ETF Profile
Creator: Market Chameleon

Family:	Xfunds
Name:	Fitz-Gerald Must Have Portfolio ETF

Inception Date:	27-May-2026
Termination Date:
Investment Objective:	The Fund is an actively managed ETF that seeks to achieve its investment objective by investing primarily in equity securities of companies selected using a proprietary "Must Have Portfolio" framework. The framework reflects more than 40 years of ongoing investment research developed by Keith Fitz-Gerald, one of the portfolio managers of Nicholas Wealth, LLC. The Fund's investment strategy employs a thematic investment process designed to identify companies that the Sub-Adviser believes are well positioned to benefit from long-term structural changes taking place over multi-year and multi-decade time horizons that may reshape economic activity, competitive dynamics, and corporate profitability. The Sub-Adviser seeks to identify companies with durable profit potential that may not be readily captured through conventional sector, industry, market capitalization, or geographic classifications. The Sub-Adviser generally emphasizes companies that it determines exhibit certain attributes, which may include: (i) strong leadership and strategic vision; (ii) products or services the Sub-Adviser views as "must have" rather than "nice to have"; (iii) leading competitive positions; (iv) identifiable catalysts for value creation; and (v) attractive scalability and return potential.

Prospectus