MRBL Enhanced Equity ETF
EDGE
Chicago Board Options Exchange- -
USD
- -
- -
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
- Jan 22, 2025
- CIK
- 0001472091
- Website
- mrblmanagementetf.com
- Similar Companies
- Business
- MRBL Enhanced Equity ETF (Cboe BZX: EDGE) is an actively managed U.S. exchange-traded fund that seeks capital appreciation by providing approximately 150% long exposure to large-capitalization U.S. equity securities while seeking to enhance portfolio income through the sale of call options. The Fund primarily invests in exchange-traded funds and options on ETFs or securities indices that provide exposure to large-cap U.S. equities; its investment tools include exchange-listed options, FLEX Options and other derivatives, and may include collateral and cash holdings. The Fund’s exposure level and reference assets vary with market conditions and the availability of investment opportunities. EDGE is designed for investors seeking leveraged large-cap U.S. equity-market exposure without direct margin borrowing, combined with an option-writing income strategy. The Fund commenced operations on January 21, 2025, is listed on Cboe BZX Exchange, Inc., and operates as a series of EA Series Trust in the United States. Empowered Funds, LLC, doing business as EA Advisers/ETF Architect, serves as investment adviser and oversees day-to-day fund operations; MRBL Management, LLC serves as investment sub-adviser and determines portfolio investments; Arin Risk Advisors, LLC serves as trading sub-adviser and selects options investments and broker-dealers and executes transactions under MRBL’s direction; and PINE Distributors LLC distributes Fund shares. The Fund is managed on a day-to-day basis by Shulem Iskowitz of MRBL and Lawrence Lempert of Arin. Recent developments include the Fund’s 2025 launch and the establishment of investment sub-advisory arrangements among EA Series Trust, Empowered Funds, MRBL Management and Arin Risk Advisors. In its March 31, 2026 prospectus update, EDGE increased its stated targeted long exposure to large-capitalization U.S. equities to up to 150%, from the prior up-to-125% target, while retaining its call-option income enhancement strategy.