Trajan Wealth Income Opportunities ETF (TWIO)
Trajan Wealth Income Opportunities ETF operates in the Asset Management - Income industry of the Financial Services sector, headquartered in US. The stock last traded at $9.06, up 0.44% on the session, giving a market capitalisation of $31.4M. Its beta of 0.80 implies it has historically moved less than the broad market.
The Trajan Wealth Income Opportunities ETF aims to achieve its investment objectives by primarily investing in a blend of domestic preferred securities, income-generating fixed income instruments, and dividend-paying common stocks. It maintains the flexibility to allocate up to 30% of its net assets towards other common stocks and various dividend-paying securities. Furthermore, the fund's holdings may include preferred shares issued by Real Estate Investment Trusts (REITs), corporate bonds, convertible securities, and other forms of corporate debt. A key characteristic of this fund is its non-diversified status.
Trajan Wealth Income Opportunities ETF is most often compared with the following Financial Services names: