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NLSI NEOS Long/Short Equity Income ETF

This fund employs a sophisticated strategy, blending long and short equity positions with an options overlay. Its primary aim is to generate monthly income while maintaining exposure to the U.S. stock market. Investments are concentrated in U.S. exchange-traded mid- and large-capitalization companies. Portfolio construction is driven by a proprietary process that identifies companies with strong fundamental prospects for long investments, while targeting those with weaker outlooks for short selling. Long positions are chosen via bottom-up security analysis, whereas short positions focus on equities exhibiting deficiencies in balance sheets, cash flow, or sector conditions. Complementing its equity holdings, the fund utilizes an options strategy based on index-based put spreads (both written and purchased) to generate premium and enhance income. These options are actively managed and can be adjusted before expiration, serving to complement the equity exposures rather than outright hedge them. The fund consistently maintains a long/short structure with predefined gross exposure targets and may hold cash and short-term instruments to support operations and its short positions.

Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error