Beacon Tactical Alternatives Risk ETF
BTA·NYSE
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Signals Analysis
Bullish signal 0
Bearish signal 1
Consecutive Revenue Decline
Key Stats
Assets Under Management
26.66MUSD
Fund Flow (1Y)
25.77MUSD
Dividend Yield
--
Discount / Premium to NAV
0.00%
Shares Outstanding
1.05M
Expense Ratio
1.55%
About Beacon Tactical Alternatives Risk ETF
Issuer
Beacon Capital Management, Inc.
Brand
Beacon
Inception Date
Aug 24, 2026
Structure
Open-Ended Fund
ISIN
US6649257655
CFI Code
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Index Tracked
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Replication Strategy
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Management Style
Active
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
Beacon Capital Management, Inc.
Distributor
Northern Lights Distributors LLC
BTA is to seek to provide long-term capital appreciation.
Classification
Asset Class
Alternatives
Category
Hedge Fund Strategies
Focus
Global Macro
Niche
Risk Parity
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Financial Services
100.00%
Financial Services
100.00%
Asset
Holdings
Symbol
Ratio
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
35.15%
CTA
Simplify Managed Futures Strategy ETF
20.17%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
15.64%
IGLD
FT Vest Gold Strategy Target Income ETF
10.46%
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
6.73%
Symbol
Ratio
FMF
First Trust Managed Futures Strategy Fund
6.61%
FLRN
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
1.24%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.23%
VGSH
Vanguard Short-Term Treasury ETF
1.22%
VCSH
Vanguard Short-Term Corporate Bond ETF
1.21%
Top 10 Weight 99.66%
12 Total Holdings
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Technicals
Related News
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