Key stats
About EA Series Trust MRBL Enhanced Equity ETF
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Inception date
Jan 22, 2025
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Empowered Funds LLC
Distributor
Quasar Distributors LLC
EDGE seeks to deliver up to 125% leveraged exposure to large-cap US equities while enhancing income through a covered call options writing strategy. The fund sells short-term call options to generate additional income, though this caps upside potential during strong market rallies above the strike prices. Additionally, the fund may utilize a synthetic covered call strategy through European-style call options and combos. These options are either exchange-listed, FLEX, or a combination of both. Investments include ETFs, equity securities, and derivatives tied to large-cap indices or ETFs. A collateral portfolio, comprising 30-50% of assets, includes cash, US Treasury securities, and money market instruments. Edges use of leverage magnifies both gains and losses, with performance influenced by market conditions, volatility, and option premiums.
Classification
What's in the fund
Exposure type
Rights & Warrants
Cash
Bonds, Cash & Other100.00%
Rights & Warrants75.54%
Cash20.03%
Mutual fund4.43%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy