Castellan Targeted Equity ETF
CTEF
Chicago Board Options Exchange- -
USD
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- -
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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 18, 2025
- Similar Companies
- Business
- Castellan Targeted Equity ETF is an actively managed exchange-traded fund focused on long-term capital appreciation through investment in U.S.-listed equity securities, employing a rules-based, proprietary methodology that blends quantitative and qualitative analysis and includes a covered call overlay. The fund invests across market capitalizations, with a portfolio concentrated in a select group of stocks exhibiting growth at a reasonable price characteristics; principal holdings and sectors commonly include Financials, Information Technology and Consumer Discretionary, and the ETF also generates limited option-related income through its overlay strategy. Castellan Targeted Equity ETF was launched in June 2025 and is headquartered in the United States; public fund materials identify Castellan as the sponsor, with the fund listed on Cboe under ticker CTEF and operating as an open-ended U.S. equity ETF. Recent developments include continued portfolio growth to roughly the mid-$600 million range in assets under management, ongoing updates to holdings and performance metrics through 2026, and no publicly highlighted acquisitions, mergers or name changes in the available disclosures.