PSTRPeakShares Sector Rotation ETF

Diversifier2y track recordRanked #189 of 240 in this goal

Seeks to provide capital appreciation and income generation.

By PeakShares LLC · Launched 2024

Annual Cost

1.07%

#5,126 of 5,562 · expensive

Fund Size

$62M

#3,371 of 5,562 · mid-size

Return (1Y)Goal

+18.0%

Track Record

2 years

#3,539 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,791+17.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Option income

What it actually holds

By weight

Concentration

Top 10 holdings = 66.0% of fund✓ diversified through underlying funds

Vanguard World Fund

11.4%

Select Sector Spdr Trust

11.0%

Select Sector Spdr Trust

9.9%

Select Sector Spdr Trust

7.8%

Select Sector Spdr Trust

6.3%

Select Sector Spdr Trust

5.3%

Select Sector Spdr Trust

4.7%

Select Sector Spdr Trust

4.1%

Select Sector Spdr Trust

3.0%

Select Sector Spdr Trust

2.4%

Asset allocation

Stocks

93.2%

Cash

5.2%

Bonds

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

8.9%Low

Year-on-year price swings

Max drawdown

-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to provide capital appreciation and income generation.
Strategy: Actively manages a diversified portfolio of equity securities, including common stocks of U.S. companies and equity ETFs. Incorporates a covered call option writing strategy to enhance returns and generate income. Allocates across sectors based on macroeconomic and asset cycle analysis, holding 20 to 100 securities. The portfolio includes sectors from the S&P 500 Index: communication services, consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, real estate, information technology, and utilities.
Inception date: April 29, 2024
Fund family: PeakShares LLC

Similar ETFs

Closest matches by profile

SECT

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TER 0.69%3Y +19.7%$2.8B

Compare PSTR vs SECT

CCOR

Core Alternative ETF

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TER 1.29%3Y -2.2%$27M

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XLSR

State Street US Sector Rotation ETF

Grow my money

TER 0.70%3Y +16.2%$994M

Compare PSTR vs XLSR

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call

Warning

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