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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.2% | ▲ +0.6% | ▲ +2.7% | ▲ +9.1% | ▲ +10.1% | ▲ +52.8% | — | ▲ +69.7% |
| Peer average | — | — | — | — | — | — | — | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
Reported holdings are shown below. A share-of-fund chart is unavailable for this portfolio.
Holdings as of 2026-10-23. Derivatives are shown using their reported instrument names.
| Holding | Instrument | Weight |
|---|---|---|
| SPY 06/30/2027 8.36 C | Reported holding | 98.85% |
| SPY 06/30/2027 746.77 P | Reported holding | 3.27% |
| U.S. Bank Money Market Deposit Account 06/01/2031 | Reported holding | 0.75% |
| SPY 06/30/2027 448.06 P | Reported holding | 0.29% |
| Cash & Other | Reported holding | -0.04% |
| SPY 06/30/2027 869.22 C | Reported holding | -1.31% |
| SPY 06/30/2027 597.42 P | Reported holding | -1.81% |
This exchange-traded fund (ETF) endeavors to replicate the investment performance of the SPDR S&P 500 ETF Trust, excluding any fees or expenses. Its strategy incorporates a defined ceiling on potential profits (an upside cap) alongside a mechanism to absorb a portion of losses (a downside buffer), all within an approximate one-year investment horizon.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind PSFJ.