| NVDA | NVIDIA Corp | 6.59% |
| AAPL | Apple Inc | 5.08% |
| GOOGL | Alphabet Inc Class A | 4.87% |
| IBHF | iShares iBonds 2026 Term HY & Inc ETF | 4.07% |
| MSFT | Microsoft Corp | 3.75% |
| AMZN | Amazon.com Inc | 3.75% |
| MELI | MercadoLibre Inc | 3.73% |
| BSJR | Invesco BulletShares 2027 HY Corp Bd ETF | 3.21% |
| USHY | iShares Broad USD High Yield Corp Bd ETF | 3.20% |
| IBDR | iShares iBonds Dec 2026 Term Corp ETF | 3.02% |
PLGI allocates across equities, fixed income, and options within a single portfolio to pursue both growth and income over time. The fund primarily invests in a focused set of individual stocks, predominantly US-listed issuers, while retaining flexibility to adjust exposure using bonds, preferred securities, ETFs, and cash equivalents. Equity holdings may span growth-oriented and income-producing companies, complemented by allocations to corporate and government bonds across varying maturities and credit qualities. To support income generation and manage volatility, the fund employs covered call writing on equity positions and may sell cash-secured put options. Portfolio allocations across equities, fixed income, and cash are actively adjusted within defined ranges based on market conditions and security-level analysis. The strategy integrates fundamental, quantitative, and options-based decision-making, with the potential for higher portfolio turnover as positions are actively managed.
PL Growth and Income ETF · Issued by PL
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