AlphaDroid Defensive Sector Rotation ETF
EZRO
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- AlphaDroid Defensive Sector Rotation ETF (EZRO) is an actively managed exchange-traded fund that seeks to track the total return performance, before fees and expenses, of the AlphaDroid EZ-RO Defensive Sector Rotation Index; the fund operates as a fund-of-funds by investing in a portfolio of U.S.-listed underlying ETFs selected via proprietary momentum strategies across eight strategic categories including sectors (e.g., SPDR XLB, XLE, XLF; iShares IYM, IYW), subsectors (e.g., SPDR XAR, XPH; iShares IHI, ITA), AI champions (e.g., ARKK, BOTZ, THNQ), and global prudence (e.g., QQQ, EEM); in bull markets indicated by the index's algorithm, it holds momentum-leading equity, sector, subsector, thematic, and broad market ETFs; in bear markets, it automatically rotates to defensive momentum leaders from bonds, treasuries, gold, commodities, and low-volatility assets; up to 20% of assets may be held in cash equivalents or non-index ETFs for liquidity or regulatory compliance. The index employs advanced signal processing to filter market noise, AI feedback loops, and fuzzy logic for adaptive performance; it reconstitutes and rebalances monthly or upon bull/bear shifts determined by numerical market data and third-party inputs; underlying ETFs span equity securities (growth/value stocks, REITs, emerging markets up to 40%), fixed income (corporate bonds, mortgage-backed securities, floating-rate loans), derivatives (options, futures, swaps), and commodities. Teucrium Investment Advisors, LLC, wholly owned by Teucrium Trading, LLC (founded 2009; headquartered in Burlington, Vermont), serves as investment adviser with a 0.95% management fee plus 0.25% acquired fund fees for 1.20% total annual expenses; PINE Distributors LLC acts as distributor, unaffiliated with the adviser. Launched on the Nasdaq Stock Market, LLC on October 16, 2025, by SumGrowth, Inc. under the AlphaDroid brand alongside the companion AlphaDroid Broad Markets Momentum ETF (EZMO); as of late 2025, the fund remains newly established with limited operating history, total net assets of approximately $5.44 million, and no reported acquisitions, partnerships, funding rounds, or major strategic shifts since inception.