— Know what they know.
Not Investment Advice

PEPS

Parametric Equity Plus ETF
1W: -0.5% 1M: +3.8% 3M: +5.0% YTD: +5.5% 1Y: +26.9%
$31.10
-0.42 (-1.32%)
Pre-Market: $31.13 (+0.03, +0.08%)
Weekly Expected Move ±1.5%
$30 $31 $31 $32 $32
ETF NASDAQ · AUM $25.7M
Key Statistics
AUM$26M
Holdings189
Top 10 Wt39.7%
Volume649
Avg Volume429
Beta1.02
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2024-11-11
Sector Allocation
Technology 35.5%
Communication Services 11.0%
Financial Services 10.7%
Consumer Cyclical 9.6%
Healthcare 8.1%
Industrials 7.2%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK NVDA 7.69% $2.0M 9,206
2 APPLE INC COMMON STOCK AAPL 6.72% $1.8M 6,009
3 MICROSOFT CORP COMMON MSFT 4.81% $1.3M 3,023
4 AMAZON.COM INC COMMON AMZN 3.90% $1.0M 3,922
5 ALPHABET INC-CL A - GOOGL 3.57% $949,480 2,392
6 BROADCOM INC COMMON STOCK AVGO 3.22% $858,248 2,040
7 ALPHABET INC-CL C - GOOG 3.17% $844,007 2,147
8 4SPY CALL USD 06/18/2026 2.69% $717,000 89
9 META PLATFORMS INC COMMON META 2.11% $561,091 918
10 TESLA INC COMMON STOCK TSLA 1.86% $494,038 1,205

Recent Holding Changes

Date Holding Change Details
2026-05-20 PPL New
2026-05-20 INSM New
2026-05-20 PEP New
2026-05-20 LNT New
2026-05-20 AMZN New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms