SeekingAlpha · Jan 13, 2026
PEPS: Generating Alpha (Usually)
Parametric Equity Plus ETF (PEPS) is designed to generate alpha versus the S&P 500 through a rules-based derivatives strategy. Read the full analysis here.
PH
NYSE · PHEQ
Parametric Hedged Equity ETF
Financial Services · Asset Management
$35.50
Down-$0.17 (-0.48%)
Updated Oct 17, 2026, 8:37 PM
SID Score
4.8/10
Composite research score
Smart Money
—
Institutional and insider signal
- Market cap
- 112.54M
- P/E ratio
- —
- Dividend yield
- 1.19%
- 52-week range
- $29.54 – $40.19
- Volume
- 8.32K
- Avg. volume
- 24.01K
Price performance · PHEQ
PHEQ price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 16, 2026
PHEQ closed at $35.50 after 21 trading sessions, up 0.30% for the selected period.
- Last close
- $35.50
- Period change
- +0.30%
- Period low
- $35.36
- Period high
- $35.86
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 16, 2026 | $35.66 | $35.705 | $35.4001 | $35.4951 | 8.32K |
| Oct 15, 2026 | $35.54 | $35.72 | $35.54 | $35.7119 | 53.21K |
| Oct 14, 2026 | $35.711 | $35.755 | $35.60 | $35.63 | 2.84K |
| Oct 13, 2026 | $35.87 | $35.88 | $35.855 | $35.855 | 2.13K |
| Oct 12, 2026 | $35.7701 | $35.866 | $35.7701 | $35.8257 | 2.39K |
| Oct 9, 2026 | $35.53 | $35.8599 | $35.53 | $35.835 | 5.33K |
| Oct 8, 2026 | $35.77 | $35.775 | $35.6924 | $35.6924 | 4.56K |
| Oct 7, 2026 | $35.78 | $35.79 | $35.64 | $35.7644 | 56.08K |
| Oct 6, 2026 | $35.97 | $35.97 | $35.72 | $35.7724 | 12.94K |
| Oct 5, 2026 | $35.605 | $35.765 | $35.605 | $35.667 | 41K |
| Oct 2, 2026 | $35.57 | $35.68 | $35.55 | $35.61 | 8.88K |
| Oct 1, 2026 | $35.32 | $35.4698 | $35.22 | $35.356 | 70.03K |
| Sep 30, 2026 | $35.42 | $35.49 | $35.31 | $35.3952 | 14.56K |
| Sep 29, 2026 | $35.50 | $35.50 | $35.30 | $35.3706 | 7.55K |
| Sep 28, 2026 | $35.395 | $35.44 | $35.362 | $35.405 | 15.72K |
| Sep 25, 2026 | $35.44 | $35.53 | $35.44 | $35.4902 | 9.13K |
| Sep 24, 2026 | $35.3476 | $35.48 | $35.3206 | $35.4448 | 18.12K |
| Sep 23, 2026 | $35.61 | $35.61 | $35.39 | $35.4295 | 65.49K |
| Sep 22, 2026 | $35.56 | $40.19 | $35.4457 | $35.5227 | 8.79K |
| Sep 21, 2026 | $35.53 | $35.54 | $35.42 | $35.46 | 9.68K |
| Sep 18, 2026 | $35.36 | $35.3901 | $35.30 | $35.3901 | 6.44K |
Latest PHEQ news
The latest Smart Investors Daily articles mentioning PHEQ.
Stock researchCompany · Overview
Company
Market Activity
Research & News
PHEQ research
Overview
Company profile and research snapshot.
Company profile
PHEQ invests in an equity portfolio that aims to replicate the key fundamental attributes of a market-cap-weighted index of the 500 largest US companies. It utilizes an option overlay hedging strategy that seeks to mitigate losses while foregoing some upside potential. To pursue this strategy, the fund will purchase and sell put options and sell call options referencing the S&P 500 Index. This strategy aims to mitigate downside risk after the first 10% decline, down to 30%, over one year. PHEQ also holds options for multiple one-year periods staggered three months apart. This results in a total of four separate defined outcome periods per year, each covering approximately 25% of the funds equity exposure. Upon expiry, each option hedge structure will be rolled out to the same month-end in the next calendar year. Dividends received will be distributed every quarter. This fund may also incorporate tax loss harvesting within the long equity portfolio to maximize realization of losses.
Analyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- —
- Implied upside
- —
- Analysts
- —
News briefing
No generated briefing is available yet.
AI research layers
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.
