Key stats
About Elevation Series Trust SRH REIT Covered Call ETF
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Inception date
Nov 1, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
SRHR aims to provide income by combining US REIT exposure with a strategic covered call writing strategy. The funds adviser considers both macroeconomic and industry trends when selecting positions for the funds portfolio. Securities are selected based on several quantitative and qualitative factors considered most favorable for long-term capital appreciation. The funds adviser employs a fundamental, bottom-up, value-driven evaluation process to select 20-30 individual REITs. US listed, exchange-traded or FLEX call options are tactically written against select securities in the portfolio to potentially generate additional income. There is no minimum or maximum portfolio value in which options are written. As an actively managed fund, the funds adviser has full discretion in managing the portfolio of individual REITs and call options.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.