QBUL – TrueShares Quarterly Bull Hedge ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return with substantial protection of principal. The fund is an actively managed ETF that aims to provide the benefits of partial equity exposure while mitigating the risk posed by a decline in U.S. equity markets. It seeks to achieve these goals by combining: (1) an investment of substantially all its assets in a portfolio of short-term income-generating debt securities with (2) a modest investment in put options on securities or indexes that are representative of U.S. large capitalization companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QBUL	TrueShares Quarterly Bull Hedge ETF	ETF	Open	—		Jun 28, 2024	$8.68M	0.790%	—	—	−$1.13M

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