Bastion Energy ETF
BESF
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 3803 West Chester Pike, Suite 150 Newtown Square PA United States of America 19073
- IPO Date
- Jun 4, 2025
- CIK
- 0001592900
- Website
- bastionetfs.com
- Similar Companies
- Business
- Bastion Energy ETF is an actively managed exchange-traded fund sponsored by Bastion Fiduciary that seeks long-term capital appreciation through concentrated exposure to U.S.-listed energy equities, with a focus on fundamentally undervalued companies and margin-of-safety investing. The fund invests primarily in companies engaged in energy-related industries, including exploration and production, refining, marketing, storage and transportation of oil and gas, as well as selected mining, metals, renewables, battery storage and industrial names on an opportunistic basis; it may hold common stock, preferred stock, depositary receipts and master limited partnerships. Founded in 2025 and headquartered in Islamorada, Florida, the fund is listed on Cboe BZX under ticker BESF and is distributed through Bastion’s website, bastionetfs.com, to investors seeking active energy-sector exposure. In the latest reported developments, Bastion launched BESF as its first actively managed ETF in June 2025, and subsequent fund materials indicate a concentrated portfolio approach of roughly 20 to 30 U.S.-listed securities, with the strategy emphasizing oil and gas companies capable of generating attractive free cash flow across the cycle. The fund’s recent disclosures also show continued portfolio evolution and operating details, including an annual expense ratio of 0.80% and a broader mandate that allows investment across fossil fuels, renewables and related infrastructure.