PVEX ETF

PVEX ETF
$31.10
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Fund Essentials - as of Jun 30, 2026

Net Assets
$59M
Expense Ratio
0.79%
Dividend Yield (Current)
0.07%
Holdings
106
Inception Date
Jun 27, 2025
Fund Family
TrueShares
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+6.77%
1 Year+17.13%

Asset Allocation

Stocks: 27.09%
Bonds: 31.82%
Other: 41.09%
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Top Holdings

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TickerNameWeight
SPSBSpdr Port Shrt Trm Corp. Bnd26.37%
SAGU:KYShreya Acquisition Group8.67%
-United States Treasury Bill 09/03/20268.08%
-Treasury Bill B 11/27/268.01%
-Treasury Bill B 03/18/277.91%
Top 10 Concentration: 86.29%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.07%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

PVEX ETF Overview

PVEX ETF (TrueShares ConVex Protect ETF) is managed by TrueShares with $59.0M in net assets. PVEX expense ratio is 0.79%, holding 106 positions across sectors including Financials. Inception date: 2025-06-27.

PVEX performance shows a YTD return of 6.77%. The 1-year return is 17.13%. PVEX dividend yield stands at 0.07%, paid annually.

PVEX top holdings include Spdr Port Shrt Trm Corp. Bnd (26.4%), Shreya Acquisition Group (8.7%), United States Treasury Bill 09/03/2026 (8.1%), Treasury Bill B 11/27/26 (8.0%), Treasury Bill B 03/18/27 (7.9%). Go to all PVEX holdings, PVEX sectors, or PVEX dividends.

PVEX can be compared against other funds. Use PVEX overlap to find shared positions, or PVEX vs another fund for a side-by-side view. PVEX alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.81%
YTD
+6.77%
1 Year
+17.13%
3 Year
N/A

Top 10 Holdings (86.3% of portfolio)

#TickerNameSectorWeight
1SPSBSpdr Port Shrt Trm Corp. BndUnknown26.37%
2SAGU:KYShreya Acquisition GroupUnknown8.67%
3-United States Treasury Bill 09/03/2026Other8.08%
4-Treasury Bill B 11/27/26Other8.01%
5-Treasury Bill B 03/18/27Other7.91%
6-Treasury Bill6/10/2027Other7.83%
7JAAAJanus Detr Henderson Aaa Clo ETFUnknown6.62%
8DRDBURoman Dbdr Acquisition Corp IiUnknown6.51%
9TRAD:KYApex Tech Acquisition IncUnknown3.51%
10-Spy 03/19/27 C700.01 Euro Cash FlexOther2.78%