Roundhill ETF Trust - Roundhill HALO ETF
LOHA
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- Roundhill ETF Trust - Roundhill HALO ETF is a U.S.-domiciled, passively managed thematic exchange-traded fund that provides investment exposure to U.S.-listed companies characterized by Heavy Assets and Low Obsolescence (HALO). The fund seeks to track, before fees and expenses, the total return performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index through a full-replication strategy and, under normal conditions, invests at least 80% of total assets in the common stocks comprising the index. The index screens the largest 3,000 U.S.-listed companies and selects 100 equally weighted companies whose economic value is associated with tangible physical assets, real-world operations, durable brands, essential-demand businesses, regulated frameworks, long-term contracts, and hard-to-replicate infrastructure networks. The portfolio targets companies operating in machinery; railroads and other transportation services; energy infrastructure; mining and metals; building products; industrial distribution; specialty retail; consumer staples; utilities; health care; real estate; and related asset-intensive sectors. The fund’s principal market is the United States, and it may concentrate investments in an industry or group of industries when the underlying index is similarly concentrated. Roundhill HALO ETF is a series of Roundhill ETF Trust, was formed and began trading on May 14, 2026, and is managed by Roundhill Financial Inc., with Exchange Traded Concepts, LLC serving as co-manager; Roundhill ETF Trust lists its principal office in New York, New York. Its primary offering is the Roundhill HALO ETF, traded under the ticker LOHA, which offers investors a single-fund vehicle for accessing businesses with physical infrastructure and operating footprints that Roundhill considers comparatively resistant to artificial-intelligence-driven disruption. The fund’s most significant recent development is its May 2026 launch by Roundhill Investments as a new thematic ETF linked to the Akros U.S. Heavy Assets Low Obsolescence Index; the launch expanded Roundhill’s ETF platform with a strategy focused on heavy-asset companies in areas including energy infrastructure, machinery, transportation and mining.