Listed December 10, 2025
PLGI is an ETF predominantly focused on U.S. stocks, with additional exposure to internationally based stocks, some ADRs, bonds and ETFs. The fund aims to capture market growth while prioritizing income generation and risk management.
To achieve its investment objectives, the fund employs a strategic covered call writing strategy on its stock holdings. This approach is specifically targeted to reduce the volatility of the stock positions compared to a long-only equity portfolio, while potentially generating incremental income.
Distinguishing Characteristics:
Primary Exposure: Predominantly U.S. equities
Global Diversification: Includes select international stocks and ADRs
Volatility Management: Strategic writing of covered call options on holdings
Risk Profile: Target to reduce volatility relative to standard equity positions
Objective: Dual focus on growth and income
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Shalva Asset Management was created to oversee the PLGI ETF, offering our Growth & Income strategy within the structure of an ETF that enhances accessibility, operational simplicity, and tax efficiency. For more information on PLGI please visit: www.plgrowthincome.com.