XFUNDS and Keith Fitz-Gerald Launch The Must Have Portfolio ETF, FITZ

XFUNDS by Nicholas Wealth today launched the Fitz-Gerald Must Have Portfolio ETF (NYSE Arca: FITZ), an actively managed, thematically-driven ETF built upon four decades of proprietary, ongoing research from Keith Fitz-Gerald, principal of Keith Fitz-Gerald Research and the mind behind One Bar Ahead, a market research service for individual investors which is read by tens of thousands of investors, traders and professionals daily.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260528857972/en/

The fund is built around Fitz-Gerald's Must Have Portfolio philosophy, which aims to connect the dots across industries and sectors to provide investor access to unprecedented shifts impacting our planet that traditional ETFs may miss because they are sector-driven, cap-focused, or geographically centered. FITZ targets 20-30 high-conviction holdings selected with a 5-10 year horizon, emphasizing strong balance sheets, disciplined capital allocation, and durable earnings power. The portfolio is constructed using Fitz-Gerald’s proprietary “5D’s” framework, which evaluates companies based on their exposure to five structural themes shaping the global economy:

• Digitalization: the ongoing transformation of every industry through technology
• Defense: companies aligned with national security priorities
• Distribution: the rewiring of how goods, services, and capital move around the world
• Dislocation: capturing value created when structural shifts disrupt legacy industries
• Diffusion: following how information, capital, and innovation spread across markets

Conventional wisdom says to diversify and own a little bit of everything, which was sound advice for decades. But, more than 100 years of market data reveal a striking truth: fewer than 4% of all publicly traded companies have generated 100% of the net wealth created in global stock markets. The other 96% have collectively produced returns no better than Treasury bills.¹ In practice, broad diversification means owning a lot of companies that will never move the needle, and not enough of the ones that will. FITZ is designed for busy investors who want a single professionally managed, high-conviction equity holding built around "must-have" companies that can anchor, replace, or complement virtually any core portfolio strategy.

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