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Highlights

  • MSTW targets 120% of MicroStrategy’s weekly return, before fees and expenses.
  • Offers weekly distributions with actively managed exposure to a single stock.
  • Designed for individuals seeking enhanced performance with elevated volatility risk.

The Roundhill MSTR WeeklyPay™ ETF (MSTW) is an actively managed fund tailored for individuals seeking to balance income generation with capital appreciation. MSTW aims to deliver weekly distributions while targeting calendar week returns equal to 120% of MicroStrategy Inc.'s (Nasdaq: MSTR) total return, before fees and expenses. By targeting 1.2 times MicroStrategy’s weekly performance, the fund offers exposure to the company’s stock with an added performance enhancement component.

Risk Statement

MSTR’s stock is highly volatile due to its large bitcoin holdings and debt-fueled acquisition strategy. Regulatory actions, bitcoin price swings, and competition in enterprise software may significantly impact its financial health. These factors could lead to amplified losses for the Fund compared to broader market or sector-focused investments.

It's important to remember that past performance is not a reliable indicator of future results. When selecting an ETF, it's essential to consider individual sector preferences, risk tolerance, and the specific performance of the underlying index.