Uptrend on the daily chart: above its 50- and 200-day averages · 50-day above the 200-day · SuperTrend up since Sep 18 · above the Ichimoku cloud · RSI 57 · MACD below its signal · 2% below its 52-week high
None of the 29 investors followed here reported a position in TUG 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 TUG 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 | 1.0 | -2.6 | -4.8 | 15.1 | 10.7 | -0.1 | -4.8 | 3.4 | 2.8 | 0.7 | +21.6% | ||
| 2025 | 2.4 | -3.0 | -7.0 | 1.5 | 9.1 | 5.7 | 2.0 | 0.8 | 5.2 | 5.1 | -1.7 | -2.1 | +18.4% |
| 2024 | 1.4 | 5.7 | 0.8 | -4.1 | 6.0 | 6.1 | -1.2 | -3.3 | 2.1 | -0.9 | 5.4 | -4.0 | +13.9% |
| 2023 | 5.4 | -0.0 | 8.3 | 0.8 | 8.0 | 3.1 | 2.0 | -0.2 | -5.4 | -3.0 | 8.0 | 5.4 | +36.1% |
| 2022 | -6.3 | 4.6 | -2.8 | -1.8 | 0.1 | -4.4 | -4.9 | −14.8% |
The fund is an actively-managed ETF that seeks to achieve its investment objective by allocating its investments among a combination of (i) U.S. equity securities or ETFs that, in the aggregate, seek to replicate the Nasdaq-100® Index (the “Equity Index Allocation”), (ii) directly in, or in ETFs that hold, long-duration U.S. Treasury securities (the “Fixed Income Allocation”), and (iii) short-term U.S. Treasury bills, money market funds, and cash and/or cash equivalents (the “Cash Equivalents”). It is non-diversified.