Collaborative Investment Series Trust - Nelson Select ETF
NELS
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- Nelson Select ETF (Cboe BZX: NELS) is an actively managed, U.S.-domiciled exchange-traded fund designed to provide long-term capital appreciation through a predominantly U.S. large- and mid-cap equity strategy. The fund invests principally in publicly traded equity securities across diversified sectors and may invest in exchange-traded funds representing a broad range of asset classes; its portfolio construction combines rules-based quantitative screening, multi-factor models incorporating measures such as value, momentum and quality, market-risk filters, and discretionary final security selection. NELS targets investors seeking a core equity allocation and offers exposure to growth and value companies across multiple market capitalizations and industries, including technology, financial services, healthcare, communication services, consumer, industrial, energy, utilities, real estate and materials companies. The fund is managed by portfolio manager David Nelson, CFA; Collaborative Fund Advisors, LLC serves as investment adviser, and Retireful, LLC serves as investment sub-adviser. NELS operates through Collaborative Investment Series Trust, is based in the United States, and is advised from Reno, Nevada. The fund commenced operations on October 15, 2025 and trades on the Cboe BZX Exchange. Recent major developments include the fund’s October 2025 launch as a new actively managed ETF, the implementation of its quantitative and discretionary equity-selection platform, and Collaborative Fund Advisors’ contractual agreement to reduce fees and reimburse expenses through at least May 16, 2027, limiting net annual fund operating expenses to 1.49%.