ERNZ

TrueShares Active Yield ETF

The TrueShares Active Yield ETF seeks to provide above-average yield relative to the broader market, with a focus on generating consistent income for investors. By doing so, the fund aims to deliver the opportunity for long-term growth of capital by seeking lower relative volatility. The Fund is an actively-managed exchange-traded fund comprised of 50-150 income generating securities. ERNZ is managed by experienced investment professionals who actively monitor market conditions, select appropriate assets, and make adjustments to the portfolio as needed to achieve the fund’s income objectives. The fund aims to provide consistent income regardless of the broader economic environment. This means that it may hold assets that perform well in both economic expansions and contractions, providing stability throughout market cycles. The TrueShares Active Yield ETF prioritizes providing a steady stream of income for investors, making it an attractive option for those seeking regular cash flow.

As Of
Dec 18, 2025
MM/DD/YYYY
Inception Date
Apr 30, 2024
MM/DD/YYYY
NAV
$
20.69
XX.XX
(Change:
+
-
$
-0.07
X.XX
|
+
-
-0.34
X.XX
%
)
Market Price
$
20.69
XX.XX
(Change:
+
-
$
-0.06
X.XX
|
+
-
-0.29
X.XX
%
)
Net Assets
$
64332150.12
YTD Return
-5.41
XX.XX
%
Expense Ratio
3.25
X.XX
%
Fund Details

Listing Information

Inception Date
Apr 30, 2024
Primary Exchange
Nasdaq
Ticker
ERNZ
CUSIP
210322723
IOPV
N/A
NAV Symbol
ERNZ.NV

Fund Documents

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Details

As Of

Dec 18, 2025

MM/DD/YYYY

Net Assets
$
64332150.12
Shares Outstanding
3110000
XXX,XXX
30 Day Median Bid/Ask Spread
0.24
X.XX
%
Expense Ratio
3.25
X.XX
%
*
Number of Holdings
144
XX
Reset Frequency
Annual
*The unitary management fee for ERNZ is 0.75%, which represents the direct expenses charged by the Fund. The 3.25% expense ratio shown in the most recent prospectus includes Acquired Fund Fees and Expenses (AFFE), which were materially higher at that time. Based on the latest semi-annual report, AFFE have been reduced and are expected to be significantly lower going forward.

Performance

As of:
Dec 18, 2025
MM/DD/YYYY
NAV
(Change:
)
Market Price
$X.XX
(Change:
X.XX%
)
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As of:
Oct 31, 2025
MM/DD/YYYY
NAV
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-4.83
X.XX
%
-3.37
X.XX
%
0.21
X.XX
%
-5.41
X.XX
%
-5.06
X.XX
%
-1.85
X.XX
%
Market Price
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-4.81
X.XX
%
-3.37
X.XX
%
0.01
X.XX
%
-5.55
X.XX
%
-5.12
X.XX
%
-1.79
X.XX
%
S&P 500 Total Return Index
[Index]
2.34
X.XX
%
8.23
X.XX
%
23.60
X.XX
%
17.52
X.XX
%
21.45
X.XX
%
38.55
X.XX
%
As of:
MM/DD/YYYY
NAV
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
Market Price
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
S&P 500 Total Return Index
[Index]
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
As of:
Oct 31, 2025
MM/DD/YYYY
NAV
This is some text inside of a div block.
-5.06
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
-1.23
X.XX
%
Market Price
This is some text inside of a div block.
-5.12
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
-1.19
X.XX
%
S&P 500 Total Return Index
[Index]
21.45
X.XX
%
X.XX
%
X.XX
%
X.XX
%
X.XX
%
24.21
X.XX
%
Performance Disclosure

Performance data quoted on this website represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed or sold in the secondary market, may be worth more or less than the original cost. Investors will incur usual and customary brokerage commissions when buying or selling shares of the exchange-traded funds in the secondary market, and that, if reflected, the brokerage commissions would reduce the performance returns. Current performance may be lower or higher than the performance shown. Shares are bought and sold at market price not net asset value and are not individually redeemable from the fund. Call 877-774-TRUE (8783) for performance data current to the most recent month end. Click here to view or download the factsheet for quarter-end standardized performance.


To view our proxy voting records, click here and here.

Fund Details

Outcome Period Values

As Of

MM/DD/YYYY

ETF Starting NAV/Period Return
$
XX.XX
/
X.XX
%
SPX Index Reference PRice
$
X,XXX.XX
Downside Buffer
XX
%
Expected Upside Participation
XX
%
Days Remaining
XX
days
day

Current Outcome Period Values

As Of

Dec 18, 2025

MM/DD/YYYY

ETF Current NAV/Period Return
$
XX.XX
/
X.XX
%
SPX Period Return
XX.XX
%
Remaining Buffer
XX
%
Downside Before Buffer
X.XX
%
Remaining Outcome Period
XX
days
days

Top 10 Holdings

As of:

Dec 19, 2025

MM/DD/YYYY

SALXX
STATE STREET INST U.S. GOVERNMENT MMKT ADMN CLASS
857492656
3.34
%
2131986
$
2131986
FLNG
FLEX LNG Ltd
G35947202
2.71
%
68374
$
1729862
INSW
International Seaways Inc
Y41053102
2.40
%
31765
$
1528532
GOF
Guggenheim Strategic Opportunities
40167F101
2.30
%
120734
$
1464503
FTQI
First Trust NASDAQ BuyWrite Income
33738R407
2.03
%
62729
$
1293472
IIPR
Innovative Industrial Properties Inc
45781V101
2.02
%
22815
$
1286082
CMCL
Caledonia Mining Corp PLC
G1757E113
1.96
%
52263
$
1252221
TRGP
Targa Resources Corp
87612G101
1.88
%
6698
$
1196263
WTPI
WisdomTree Equity Premium Income
97717X560
1.86
%
36044
$
1186208
FSK
FS KKR Capital Corp
302635206
1.85
%
78855
$
1180459
Fund holdings and allocations are subject to change and should not be considered recommendations to buy or sell any security.

Distributions

30 Day SEC Yield
3.09
X.XX%
Paid
Oct 30, 2025
Oct 30, 2025
Oct 31, 2025
$
0.2
X.XXX
Ordinary Income
Sep 25, 2025
Sep 25, 2025
Sep 25, 2025
$
0.11
X.XXX
Ordinary Income
Aug 28, 2025
Aug 28, 2025
Aug 29, 2025
$
0.165
X.XXX
Ordinary Income
Jul 30, 2025
Jul 30, 2025
Jul 31, 2025
$
0.165
X.XXX
Ordinary Income
Jun 26, 2025
Jun 26, 2025
Jun 27, 2025
$
0.18
X.XXX
Ordinary Income
May 29, 2025
May 29, 2025
May 30, 2025
$
0.17
X.XXX
Ordinary Income
Apr 29, 2025
Apr 29, 2025
Apr 30, 2025
$
0.16
X.XXX
Ordinary Income
Mar 27, 2025
Mar 27, 2025
Mar 28, 2025
$
0.2
X.XXX
Ordinary Income
Feb 27, 2025
Feb 27, 2025
Feb 28, 2025
$
0.178
X.XXX
Ordinary Income
Jan 30, 2025
Jan 30, 2025
Jan 31, 2025
$
0.13
X.XXX
Ordinary Income
Dec 27, 2024
Dec 27, 2024
Dec 30, 2024
$
0.258
X.XXX
Ordinary Income
Nov 26, 2024
Nov 26, 2024
Nov 27, 2024
$
0.113
X.XXX
Ordinary Income
Oct 30, 2024
Oct 30, 2024
Oct 31, 2024
$
0.18
X.XXX
Ordinary Income
Sep 27, 2024
Sep 27, 2024
Sep 30, 2024
$
0.19
X.XXX
Ordinary Income
Aug 29, 2024
Aug 29, 2024
Aug 30, 2024
$
0.135
X.XXX
Ordinary Income
Jul 30, 2024
Jul 30, 2024
Jul 31, 2024
$
0.2
X.XXX
Ordinary Income
Jun 27, 2024
Jun 27, 2024
Jun 28, 2024
$
0.16
X.XXX
Ordinary Income
May 30, 2024
May 30, 2024
May 31, 2024
$
0.086
X.XXX
Ordinary Income
Upcoming
XXXXX
XXXXX
XXXXX
XXXXX
XXXXX
Fund holdings and allocations are subject to change and should not be considered recommendations to buy or sell any security.

Premium/Discount

As of:

Dec 18, 2025

MM/DD/YYYY

Premium/Discount
0.00
X.XX%
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The table and line graph above are provided to show the frequency at which the closing price of the Fund was at a premium (above) or discount (below) to the Fund’s daily net asset value (“NAV”). The table and line graph represent past performance and cannot be used to predict future results. Shareholders may pay more than NAV when buying Fund shares and receive less than NAV when those shares are sold because shares are bought and sold at current.

The performance data quoted represents past performance. Past performance does not guarantee future results.
Supplemental Discussion
TrueShares (“Advisor”) will provide a discussion in the event the ETF’s premium or discount has been greater than 2% for seven consecutive trading days.
Invest Through Your Brokerage

Disclosures

Before investing, carefully consider the TrueShares ETFs investment objectives, risks, charges and expenses. Specific information about TrueShares is contained in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.www.true-shares.com. Read the prospectus carefully before you invest.

The fund is distributed by Paralel Distributors LLC, Member FINRA. Paralel is not affiliated with TrueMark Investments, LLC and Wealth Builder Funds.

*The unitary management fee for ERNZ is 0.75%, which represents the direct expenses charged by the Fund. The 3.25% expense ratio shown in the most recent prospectus includes Acquired Fund Fees and Expenses (AFFE), which were materially higher at that time. Based on the latest semi-annual report, AFFE have been reduced and are expected to be significantly lower going forward.

The Fund may not achieve its objective and/or you could lose money on your investment in the Fund. The Fund is recently organized with no operating history for prospective investors to base their investment decision which may increase risks. Some of the Fund’s key risks, include but are not limited to the following risks. Please see the Fund’s prospectus for further information on these and other risk considerations.

ETF Risks. As an ETF, the Fund is exposed to the additional risks, including: (1) concentration risk associated with Authorized Participants, market makers, and liquidity providers; (2) costs risks associated with the frequent buying or selling of Fund shares; (3) market prices may differ than the Fund’s net asset value; and (4) liquidity risk due to a potential lack of trading volume.

The TrueShares Active Yield ETF is also subject to the following risks:

Authorized Participants, Market Makers, and Liquidity Providers Concentration Risk. The Fund has a limited number of financial institutions that may act as APs. In addition, there may be a limited number of market makers and/or liquidity providers in the marketplace. Shares may trade at a material discount to NAV and possibly face delisting if either: (i) APs exit the business or otherwise become unable to process creation and/or redemption orders and no other APs step forward to perform these services, or (ii) market makers and/or liquidity providers exit the business or significantly reduce their business activities and no other entities step forward to perform their functions.

Costs of Buying or Selling Shares Risk. Due to the costs of buying or selling Shares, including brokerage commissions imposed by brokers and bid/ask spreads, frequent trading of Shares may significantly reduce investment results and an investment in Shares may not be advisable for investors who anticipate regularly making small investments.

Shares May Trade at Prices Other Than NAV Risk. As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Although it is expected that the market price of Shares will approximate the Fund’s NAV, there may be times when the market price of Shares is more than the NAV intra-day (premium) or less than the NAV intra-day (discount) due to supply and demand of Shares or during periods of market volatility. This risk is heightened in times of market volatility, periods of steep market declines, and periods when there is limited trading activity for Shares in the secondary market, in which case such premiums or discounts may be significant.

Trading Risk. Although Shares are listed for trading on the NASDAQ Stock Market, LLC (the “Exchange”) and may be traded on U.S. exchanges other than the Exchange, there can be no assurance that Shares will trade with any volume, or at all, on any stock exchange. In stressed market conditions, the liquidity of Shares may begin to mirror the liquidity of the Fund’s underlying portfolio holdings, which can be significantly less liquid than the Shares.

30-Day Median Bid-Ask Spread: Gives investors the midpoint within the spread between an ETF’s selling price and buying price. It is calculated over the last 30 days in 10 second intervals by dividing the difference between the bid (sell price) and offer (buy price) by the midpoint of the National Best Bid Offer (NBBO) and identifying the median of those values.

Investment Products and Services are: NOT FDIC INSURED / MAY LOSE VALUE / NO BANK GUARANTEE.

TrueShares ETFs are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy nor an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Investing in the Fund involves risks, including the potential limitations of models, such as Artificial Intelligence models, and data inaccuracies that could result in flawed investment decisions. The Fund may invest in complex securities including Business Development Companies (BDCs), closed-end funds, Exchange-Traded Notes (ETNs), Master Limited Partnerships (MLPs), and Real Estate Investment Trusts (REITs), each of which carry distinct risks. These may include valuation uncertainty, leverage-related volatility, credit and liquidity risks, and sensitivity to market interest rates. Investments in BDCs and MLPs often involve exposure to lower-quality or private companies, while ETNs are unsecured debt instruments subject to issuer default risk. REITs and real estate-related investments are particularly vulnerable to economic downturns and financing pressures. These and other risks may negatively affect the Fund’s performance and could lead to the loss of principal.

Invest