Mixed trend on the daily chart: above its 200-day average, below its 50-day · 50-day above the 200-day · SuperTrend down since Aug 31 · below the Ichimoku cloud · RSI 50 · MACD above its signal · 6% below its 52-week high
None of the 29 investors followed here reported a position in HRTS in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HRTS trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.8 | 1.5 | -6.7 | -0.1 | 2.0 | 5.7 | 0.4 | 2.5 | -2.7 | 0.1 | +3.0% | ||
| 2025 | 5.4 | 1.2 | -4.7 | -0.4 | -4.9 | 2.9 | -2.6 | 6.1 | 4.7 | 5.3 | 10.2 | -1.7 | +22.2% |
| 2024 | 2.2 | 8.2 | 1.0 | -8.5 | 2.1 | 4.4 | 2.7 | 3.2 | -4.9 | -2.9 | -0.4 | -11.2 | −5.7% |
| 2023 | 14.3 | +14.3% |
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to GLP-1 and the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.