This exchange-traded fund (ETF) utilizes a sophisticated, systematic investment strategy. It primarily invests in a global portfolio of high-dividend-yielding stocks and exchange-traded funds (ETFs) that are publicly traded and exhibit substantial liquidity. To offset directional market risk and achieve a market-neutral posture, the fund strategically employs short positions in equity index futures. Furthermore, the strategy leverages a broader array of derivatives, including both long and short equity index futures, volatility futures, options, and options on futures, to meticulously manage overall portfolio volatility, aiming for stability comparable to that of the global bond market. The overarching objective is to generate consistent, high dividend income alongside long-term capital appreciation.

Financial Services

Technology

Industrials

Consumer Cyclical

Energy

Healthcare

Consumer Defensive

Basic Materials

Utilities

Communication Services

Northern Lights Fund Trust III - PlanRock Market Neutral Income ETF

PRMN Holdings & Sector Breakdown

PRMN Holdings & Sector Breakdown