Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY)

Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY) is an actively managed exchange-traded fund launched in 2026 under the XFUNDS platform. It seeks to provide weekly distributions alongside equity exposure.

The fund combines Keith Fitz-Gerald's Must Have Portfolio stock selection approach, which holds a concentrated group of roughly 15 to 30 companies tied to long-term structural growth themes, with a multi-strategy options overlay. The overlay sells options on the stocks held in the portfolio to generate premium income.

Selling options can produce regular income but also limits some of the upside the underlying stocks might otherwise deliver. The fund is listed on NYSE Arca and is a companion to the Fitz-Gerald Must Have Portfolio ETF, which uses the same stock selection approach without the options overlay.