u/Cultural-Special-995

ULTY holdings criteria?

ya'll have been so nice so far, thanks. what is ULTY's holdings criteria? when do they rebalance? i've been GOOOOOOOOOGLEing myself, but i can't find out where or if that's publicly available.

reddit.com
u/Cultural-Special-995 — 3 days ago

dumb question RE: holding ULTY/CHPY / news

how often does ULTY actually rebalance their holdings? or CHPY for that matter? i can't seem to get a clear answer on reddit/online. i'm going through the website and then prospectus right now, then filed forms available online, but when are they rebalanced?

i know of several people associated with filed forms on FTC / public info, but do they rebalance on mondays.... at will... monthly?

reddit.com
u/Cultural-Special-995 — 3 days ago