TRIO ETF
MC Trio Equity Buffered ETF
TRIO ETF Overview
TRIO ETF (MC Trio Equity Buffered ETF) is managed by McCarthy & Cox with $123.3M in net assets. TRIO expense ratio is 0.70%, holding 3 positions across sectors including Financials. Inception date: 2025-03-05.
TRIO performance shows a YTD return of 7.25%. The 1-year return is 9.77%.
TRIO top holdings include Spy 06 17 2027 7.5 C (69.6%), Iwm 12 18 2026 2.52 C (15.3%), Efa 06 17 2027 1.09 C (13.8%), Spy 06 17 2027 750.33 P (2.3%), First American Government Obligations Fund (1.1%). Go to all TRIO holdings, TRIO sectors, or TRIO dividends.
TRIO can be compared against other funds. Use TRIO overlap to find shared positions, or TRIO vs another fund for a side-by-side view. TRIO alternatives are available via the screener, along with tax-loss harvesting opportunities.