FIZY – Fitz-Gerald Must Have Ptf&OptnsOvrlyETF – ETF Investment Strategy

Strategy

The investment seeks total returns. The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by investing primarily in equity securities of companies selected using a proprietary “Must Have Portfolio®” framework (described in the prospectus).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FIZY	Fitz-Gerald Must Have Portfolio and Options Overlay ETF	ETF	Open	—	—	Aug 3, 2026	$12.26M	1.010%	—	—	—

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Fitz-Gerald Must Have Portfolio and Options Overlay ETF FIZY Strategy

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