TUGN — STF Tactical Growth & Income ETF

Data updated: 2026-06-11

TUGN — STF Tactical Growth & Income ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $60.85M AUM · 0.65% expense ratio · 20.1% 1-yr return. From SEC regulatory filings.

TUGN Fund Overview

TUGN — STF Tactical Growth & Income ETF is a US ETF managed by Listed Funds Trust, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US ETF
  • Manager: Listed Funds Trust
  • Category: United States Large Cap Blend / Core Equity
  • Assets under management: $60.85M
  • 1-year return: 20.1%
  • Ticker: TUGN
  • SEC CIK: 0001683471
  • SEC series ID: S000076366
  • Share class ID: C000236165

TUGN Holdings

Top 10 holdings of STF Tactical Growth & Income ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
NVIDIA Corp8.51%
Apple Inc7.39%
Microsoft Corp5.44%
Amazon.com Inc4.19%
Meta Platforms Inc3.62%
Tesla Inc3.55%
Walmart Inc3.41%
Alphabet Inc3.31%
Broadcom Inc3.14%
Alphabet Inc3.05%

View all TUGN holdings

TUGN Portfolio Allocation

Asset-class allocation of STF Tactical Growth & Income ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity99.5%

TUGN Performance

Total returns for TUGN (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-6.4%
1 year20.1%
3 years (annualised)16.8%

TUGN Risk Information

Risk metrics for TUGN, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 14.1%

TUGN Costs and Fees

TUGN costs about $65 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.65%
  • Gross expense ratio: 0.65%
  • Portfolio turnover: 57%
  • Brokerage commissions: 0.61 bps of average net assets (SEC N-CEN)

TUGN Cashflows

Over the 12 months to 2026-03, STF Tactical Growth & Income ETF had net inflows of $17.49M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$4.80M
2026-02$3.07M
2026-01−$1.28M
2025-12$4.51M
2025-11−$7.25M
2025-10$21.33K

TUGN Debt Constituents

No individual debt constituents are reported in STF Tactical Growth & Income ETF's latest SEC N-PORT filing.

TUGN Prospectus and SEC Filings

Official STF Tactical Growth & Income ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.