Pacific Global US Equity Income ETF
USDY
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- IPO Date
- Feb 11, 2019
- CIK
- 0001747688
- Similar Companies
- Business
- Pacific Global US Equity Income ETF (USDY) is an actively managed exchange-traded fund that seeks income and long-term capital growth by investing primarily in common stocks of U.S. large-capitalization companies with above-average dividend yields, strong balance sheets, predictable earnings, cash flow growth, and histories of dividend increases; it invests at least 80% of its assets in equity securities of U.S. companies paying regular dividends, including REITs. The fund employs a systematic approach combining fundamental analysis and quantitative metrics to select high-quality dividend-paying stocks across diversified sectors such as industrials, consumer staples, manufacturing, and real estate, with top holdings including United Parcel Service Inc. (UPS), QUALCOMM Inc. (QCOM), Procter & Gamble Co. (PG), Broadcom Inc. (AVGO), and Amgen Inc. (AMGN). It targets income-oriented investors seeking competitive yields, tax efficiency, and exposure to resilient U.S. equities amid market volatility, inflation, and interest rate fluctuations, with a net expense ratio of 0.29% and assets under management around $30 million. Sponsored by Pacific Global ETF Trust and managed by Pacific Global Asset Management with sub-adviser Cadence Capital Management, USDY was launched on February 12, 2019, and trades on NYSE Arca. The fund operates within the U.S. equity income segment, focusing on large-cap dividend aristocrats and growth-oriented payers to balance income generation with capital appreciation. No major recent partnerships, acquisitions, funding rounds, or strategic shifts have been reported in the last 1-2 years, with the fund maintaining its core active strategy amid steady performance in a resilient U.S. dividend market.