MC Trio Equity Buffered ETF

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About TRIO

TRIO actively manages a portfolio of FLEX options to gain exposure to US and international developed market equity securities, while aiming to buffer the first 10% of losses. The fund-of-funds seeks capital appreciation with limited downside protection. 

Index-Tracked
Index-Tracked
Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
15
Number of holdings15
Inception Date
Mar 5, 2025
Inception DateMar 5, 2025

What's in this fund

Sectors

As of December 4, 2025
Technology35.56%
Financial Services12.85%
Communication Services11.00%
Consumer Cyclical10.39%
Healthcare9.53%
Industrials7.38%
Consumer Defensive4.80%
Energy2.88%
Utilities2.29%
Real Estate1.84%
Basic Materials1.48%

Top 10 Holdings (215.35% of total assets)

As of December 4, 2025
NameSymbol% Assets
Option On Spdr® S&P 500® Etf Sep26137.17%
Iwm 04/17/2026 2.08 C29.83%
Efa 05/15/2026 0.84 C27.96%
Option On Spdr® S&P 500® Etf Sep266.35%
Option On Spdr® S&P 500® Etf Sep264.72%
Option On Spdr® S&P 500® Etf Sep263.56%
Efa 12/18/2026 93.84 P1.79%
Iwm 04/17/2026 248.47 C1.50%
Iwm 04/17/2026 208.47 P1.33%
First American Government Obligs X1.14%

TRIO Key Statistics

AUM
110.71M
AUM110.71M
Price-Earnings ratio
Price-Earnings ratio
30-Day yield
-0.64
30-Day yield-0.64
Average volume
67.90
Average volume67.90
High today
High today
Low today
Low today
Open price
Open price
Volume
0.00
Volume0.00
52 Week high
$66.28
52 Week high$66.28
52 Week low
$54.11
52 Week low$54.11
Expense ratio
0.70
Expense ratio0.70

Stock Snapshot

As of today, MC Trio Equity Buffered ETF(TRIO) shares are valued at $66.18. The company's market cap stands at 110.52M.

On 2025-12-08, MC Trio Equity Buffered ETF(TRIO) stock opened at —, reached a high of —, and a low of —.

The MC Trio Equity Buffered ETF(TRIO)'s current trading volume is 0, compared to an average daily volume of 67.9.

In the last year, MC Trio Equity Buffered ETF(TRIO) shares hit a 52-week high of $66.28 and a 52-week low of $54.11.

In the last year, MC Trio Equity Buffered ETF(TRIO) shares hit a 52-week high of $66.28 and a 52-week low of $54.11.

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.