(NUSI) NEOS Trust - Ratings and Ratios

The NEOS ETF Trust (NYSE ARCA:NUSI) is an actively-managed exchange-traded fund designed to generate income through a combination of equity exposure and options strategies. The fund primarily invests in stocks from the Nasdaq-100® Index and employs a put spread options collar to hedge downside risk while maintaining upside potential. This dual approach allows the ETF to seek returns in various market conditions. The fund is non-diversified, meaning it can concentrate its holdings in a smaller number of securities, and it must invest at least 80% of its net assets in securities or derivatives linked to its reference index under normal circumstances.

Based on the provided data, NUSI is currently trading at $50.95 with a 20-day average volume of 32,888 shares. The funds moving averages indicate a bullish trend, with the SMA 20 ($36.97), SMA 50 ($30.47), and SMA 200 ($25.80) all significantly below its current price. The ATR of 0.96 suggests moderate volatility. With an AUM of $320.80M, the fund has a sizable asset base, indicating investor interest in its income-focused strategy. Over the next three months, NUSI is expected to maintain its upward momentum, with potential support at the SMA 20 level of $36.97. The ATR suggests that price fluctuations may remain within a $1 range, making the fund appealing for investors seeking stability alongside income generation.