Strategy Overviews
FORH
Actively managed, liquid alternatives portfolio diversified among multiple distinct strategies, including tail hedging, inside of a single ETF.
KONG
We believe an active approach may be an efficient way to provide exposure to mid, and large-cap stocks.
- Ticker: FORH
- Category: Active ETF
- AUM: 19,923,360.00
- Expense Ratio: 1.19
Fund Documents
- Fact Sheet
- Prospectus
- Summary Prospectus
- Premium Discount Chart
- CY 2025 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Tailored Shareholder Report
- Form N-PX – June, 2025
- First Quarter Holdings
- Third Quarter Holdings
- Statement of Additional Information dated July 31, 2026
- Semi-Annual Financial Statements & Other Information
- Annual Financial Statements and Other Information
- Ticker: KONG
- Category: Active ETF
- AUM: 23,180,710.00
- Expense Ratio: 0.89
Fund Documents
- Fact Sheet
- Prospectus
- Summary Prospectus
- Premium Discount Chart
- CY 2025 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Tailored Shareholder Report
- Form N-PX – June, 2025
- First Quarter Holdings
- Third Quarter Holdings
- Statement of Additional Information dated July 31, 2026
- Semi-Annual Financial Statements & Other Information
- Annual Financial Statements and Other Information
FORH
Actively managed, liquid alternatives portfolio diversified among multiple distinct strategies, including tail hedging, inside of a single ETF.
- Ticker: FORH
- Category: Active ETF
- AUM: 19,923,360.00
- Expense Ratio: 1.19
Fund Documents
- Fact Sheet
- Prospectus
- Summary Prospectus
- Premium Discount Chart
- CY 2025 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Tailored Shareholder Report
- Form N-PX – June, 2025
- First Quarter Holdings
- Third Quarter Holdings
- Statement of Additional Information dated July 31, 2026
- Semi-Annual Financial Statements & Other Information
- Annual Financial Statements and Other Information
KONG
We believe an active approach may be an efficient way to provide exposure to mid, and large-cap stocks.
- Ticker: KONG
- Category: Active ETF
- AUM: 23,180,710.00
- Expense Ratio: 0.89
Fund Documents
- Fact Sheet
- Prospectus
- Summary Prospectus
- Premium Discount Chart
- CY 2025 Premium Discount Chart
- Semi-Annual Tailored Shareholder Report
- Annual Tailored Shareholder Report
- Form N-PX – June, 2025
- First Quarter Holdings
- Third Quarter Holdings
- Statement of Additional Information dated July 31, 2026
- Semi-Annual Financial Statements & Other Information
- Annual Financial Statements and Other Information