Fund Description

Reckoner BBB-B CLO ETF is an actively managed exchange-traded fund designed to generate current income while seeking capital preservation by primarily investing in a diverse portfolio of BBB- and BB-rated CLO bonds

Fund Highlights

Seeks Current Income Generation

The fund aims to provide investors with a consistent income stream

Active Management

The fund is actively managed by experienced professionals who specialize in CLO investments. This active approach allows for dynamic portfolio adjustments and strategic selection primarily of BBB- and BB-rated CLO tranches, seeking to optimize returns and manage risk in evolving market conditions

Seeks Diversified CLO Exposure

The fund seeks to invest in a diversified portfolio primarily of BBB- and BB-rated CLO tranches, offering diversification across various CLO managers and underlying loan pools

Yield (%)

30-Day SEC Yield
as of October 22, 2025
-
Distribution Yield*
as of October 22, 2025
-
Distribution Frequency Monthly

*Covers the period from the fund's launch on October 22 through November 28.

Fund Details

Ticker RCLO
CUSIP 00777X488
Gross Expense Ratio 0.50%
Net Annual Expense Ratio 0.50%
Inception Date October 22, 2025
Total Net Assets of Fund

as of

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Exchange NYSE ARCA
Benchmark Index J.P. Morgan CLO High Quality Mezzanine Index

Pricing Data

Closing Price

as of

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Shares Outstanding

as of

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Premium/Discount

as of

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30 Day Median Bid/Ask Spread

as of

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