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Higher Returns with Lower Risk: The SectorSurfer Advantage

BULZ MicroSectors Solactive FANG & Innovation 3X Leveraged ETN

Category: Leveraged Equities

Inception: N/A Issuer: BMO Financial Group
Net Assets
N/A
Expense Ratio
N/A
# of Holdings
0
Average Daily Volume
201.2K

Fund Overview

The MicroSectors Solactive FANG & Innovation 3X Leveraged ETN (BULZ) is an exchange-traded note that provides 3x leveraged exposure to a basket of technology and innovation-focused companies. The ETN tracks the Solactive FANG & Innovation Index, which includes well-known tech giants and high-growth companies in sectors like cloud computing, e-commerce, and artificial intelligence. BULZ is designed for short-term trading due to its leveraged nature, which amplifies both gains and losses on a daily basis. Investors should be aware of the risks associated with leveraged products, including volatility decay, especially when held for extended periods.
Asset Class
Equity
Industry
Innovation
Annual Dividend Rate
Smart Beta
No
Leveraged / Inverse
N/A / No
Dividend Quality - Yield
 - N/A
Currency Hedged
No
Portfolio Turnover
N/A
Dividend Date

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Market Cycle and Economic cycle chart

Why Invest in the BULZ ETF?

Potential Benefits

  • Offers 3x daily leveraged exposure to leading tech and innovation companies, potentially magnifying short-term gains.
  • Provides targeted access to high-growth sectors like cloud computing, AI, and e-commerce.
  • Liquidity and ease of trading similar to stocks, making it accessible for active traders.
  • No management fees, though it carries an embedded financing cost reflected in the performance.
  • Can serve as a tactical tool for bullish investors seeking amplified returns in a short time frame.

Potential Risks

  • High volatility and potential for significant losses due to 3x daily leverage.
  • Volatility decay can erode returns if held over longer periods, especially in choppy markets.
  • Exposure to concentrated tech sectors increases vulnerability to sector-specific downturns.
  • Credit risk associated with the issuer (MicroSectors), as it is an unsecured debt obligation.
  • Not suitable for buy-and-hold investors due to the compounding effects of leverage.

Performance

1 Week 1 Month 1 Year 3 Years 5 Years YTD 2024 2023 Since Inception
-0.39% +9.48% +40.09% +269.98% -23.76% +15.45% +67.91% +405.87% -23.76%

Performance


Histogram
MACD
Signal
Base Line
RSI (14)
Overbought (70)
Oversold (30)

Monthly Returns (%)

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2025 +3.7% -15.0% -27.1% -3.6% +36.1% +29.0% +5.5% - - - - -
2024 +8.7% +19.3% +0.9% -19.1% +12.9% +28.5% -11.9% -6.4% +10.3% -7.5% +19.0% +0.3%
2023 +58.1% -3.3% +41.4% -9.7% +44.2% +20.1% +15.8% -8.7% -17.9% -5.4% +48.9% +19.5%
2022 -33.8% -19.5% +0.6% -51.1% -11.8% -39.9% +46.9% -25.1% -37.9% +3.6% +17.0% -32.7%
2021 - - - - - - - - -15.7% +25.3% +2.7% -11.1%
< -5% -5% to -2% -2% to 0% 0% 0% to +2% +2% to +5% > +5%

Top Holdings (by weight)

Symbol Company Name Weight
No holdings data available.

Related ETFs: BULZ vs Peers

ETF Full Name Expense Ratio Net Assets Holdings Asset Class
ARKK ARK Innovation ETF 0.75 % $5B 37 Equity
QQQ Invesco QQQ Trust Series I 0.20 % $297.5B 102 Equity
SOXL Direxion Daily Semiconductor Bull 3x Shares N/A $7B 31 Equity
TECL Direxion Daily Technology Bull 3X Shares N/A $2.2B 70 Equity
TQQQ ProShares UltraPro QQQ N/A $19.6B 114 Equity
UBOT Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares N/A N/A 2 Equity
VGT Vanguard Information Technology ETF 0.09 % $88.2B 315 Equity
WEBL Direxion Daily Dow Jones Internet Bull 3X Shares N/A $109.5M 43 Equity
XLK Technology Select Sector SPDR Fund 0.08 % $64.2B 71 Equity
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.

Investment Strategy

BULZ tracks the Solactive FANG & Innovation Index, which includes large-cap and growth-oriented tech companies. The index is weighted by market capitalization and rebalanced quarterly to maintain its target exposure. As a 3x leveraged ETN, BULZ uses swaps or other derivatives to achieve its daily leveraged return objective. The ETN does not hold physical stocks but instead relies on the issuer's credit to deliver returns. Due to its daily reset, it is not designed for long-term holding.

Frequently Asked Questions

Is BULZ suitable for long-term investors?

No, BULZ is designed for short-term trading due to the effects of daily leverage reset and volatility decay, which can erode returns over time.

How does BULZ achieve its 3x leverage?

BULZ uses swaps or other derivatives to deliver 3x the daily return of its underlying index. It does not directly hold the stocks in the index.

What types of companies are in BULZ's index?

The Solactive FANG & Innovation Index includes tech giants (e.g., Apple, Amazon) and high-growth innovators in AI, cloud computing, and e-commerce.

Does BULZ pay dividends?

No, BULZ does not distribute dividends. Any dividends paid by the underlying stocks are factored into the index's performance but not passed through to investors.

What are the tax implications of investing in BULZ?

ETNs like BULZ are taxed as prepaid forward contracts, with gains treated as ordinary income upon sale or redemption. Consult a tax advisor for specifics.

Industry Overview

BULZ provides leveraged exposure to the rapidly evolving technology and innovation sector, which includes companies driving advancements in artificial intelligence, cloud computing, and digital transformation. The Solactive FANG & Innovation Index, which BULZ tracks, focuses on high-growth firms with significant market influence. Investing in leveraged tech ETNs like BULZ can appeal to traders looking to capitalize on short-term momentum, but it requires careful risk management due to the sector's inherent volatility and the amplified effects of daily leverage.

Alternative Comparison

Compared to other leveraged tech ETFs like TECL (3x leveraged tech) or FNGU (3x leveraged FANG+), BULZ offers a slightly different mix of innovation-focused companies. While TECL tracks a broader tech index, BULZ concentrates more narrowly on high-growth names. FNGU, meanwhile, focuses exclusively on the FANG+ stocks, whereas BULZ includes additional innovators. Expense structures are similar across these ETNs, but investors should compare index compositions to align with their specific views.

Issuer Overview

MicroSectors, the issuer of BULZ, specializes in structured products and leveraged/inverse ETNs targeting specific market themes. Their products are designed for sophisticated investors who understand the risks of leveraged exposure and daily reset mechanisms. MicroSectors is known for its niche offerings in sectors like technology, energy, and financials.

Conclusion

BULZ is a high-octane tool for traders seeking amplified exposure to leading tech and innovation companies. Its 3x daily leverage makes it suitable only for those with high risk tolerance and short holding periods. While it offers the potential for outsized gains in bullish markets, the risks of volatility decay and sector concentration demand careful consideration.

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ETF Profile for . Data intended for informational purposes only. © 2025