PLGIPL Growth and Income ETF
Seeks to provide long-term capital appreciation and income.
By Collaborative Fund Advisors, LLC · Launched 2025
1.25%
#5,254 of 5,562 · expensive
$54M
#3,496 of 5,562 · mid-size
N/A
6 months
#5,063 of 5,562 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 34.8% of fund✓ well diversified
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsWorst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide long-term capital appreciation and income.
- Strategy
- Actively manages a focused portfolio of 30-50 individual common stocks of any market capitalization, predominantly from U.S.-based issuers. Invests at least 80% in equities from growth companies and income-producing securities. May also invest in corporate bonds, government bonds, preferred stock, and utilize covered call writing strategies. Employs quantitative and fundamental analysis to select investments and implement options strategies, focusing on long-term growth potential and income generation.
- Inception date
- December 9, 2025
- Fund family
- Collaborative Fund Advisors, LLC
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Covered call ETF — yield ≠ total return
The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.
Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Why we flagged this: strategy=option_income + option_income_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-06-19