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Tuttle Capital Heavy Assets Low Obsolescence ETF
HALX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 15, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.42% | +1.07% | ||||
| Flows | - | +$1M | - | - | - | - |
Characteristics
The Tuttle Capital Heavy Assets Low Obsolescence ETF is built to track the Tuttle Capital Heavy Asset Low Obsolescence Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | Tuttle Capital Management |
| N° of holdings | 40 |
| Replication method | Direct (Physical) |
| Asset class | Equity |
| Dividend policy | Distributing |
| Inception date | May 19, 2026 |
| ESG | No |
More data and info about HALX on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 40
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.63% | |||
Max drawdown | -7.50% | |||
Max drawdown duration | 52d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
Replication quality
Data as of October 18, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is HALX?
HALX is a Passive ETF that provides exposure to Equity assets. It is managed by Tuttle Capital Management.
What index does HALX track?
HALX tracks the Tuttle Capital Heavy Asset Low Obsolescence Index - USD, aiming to replicate its performance through full replication.
What does HALX invest in?
This ETF provides exposure to Equally Weighted Large Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of HALX?
The total expense ratio (TER) of HALX is 0.75%, representing the annual fee charged by the fund manager.
When was HALX launched?
HALX was launched on May 19, 2026, marking its entry into the ETF market.
Who is the issuer of HALX?
HALX is issued by Tuttle Capital Management.
What is the AUM of HALX?
As of October 15, 2026, HALX manages $2.55 M, reflecting the total assets held in the fund.
How many holdings are in HALX
As of August 31, 2026, HALX holds 40 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is HALX?
As of August 31, 2026, HALX holds 40 securities, with 41.63% of its assets concentrated in its top 15 holdings.
What are the top holdings of HALX?
As of August 31, 2026, HALX holds a portfolio of 40 underlyings, with its largest positions including Royal Gold, Inc., Target Corp. and Chipotle Mexican Grill, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does HALX invest in?
As of August 31, 2026, HALX has its largest geographic exposures in USA.
What sectors or themes does HALX focus on?
As of August 31, 2026, HALX is primarily exposed to Energy, Utilities and Industrials.
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