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LQPE
+0.17 · +0.91%
$18.82 · NYSE ARCA

PEO AlphaQuest Thematic PE ETF (LQPE) ETF Analysis | Mid-Cap Value

AlphaQuest LLC · USA
AUM:$12.9M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

LQPE returned -2.5% over the past year, broadly in line with flat market conditions.

What is LQPE?

The fund is an actively-managed ETF that seeks to achieve its investment objective through a portfolio of investments comprised of two primary components: (i) Equity Strategy: A portfolio of equity securities; and (ii) Derivatives Strategies: A portfolio of futures contracts and futures-related instruments, such as forwards, and foreign currency spot contracts in global markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
LQPE returned -2.5% over the past year, reflecting recent market conditions.
Moderate Concentration
Top 10 holdings make up 32.3% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.28% — modest income alongside capital growth potential.
ETF Information
AUM$12.9M
Expense Ratio0.00%
Dividend Yield0.28%
Holdings25
Inception DateJan 2025
Domicile–
Distribution–
Index–
ProviderAlphaQuest LLC
Beta–
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.3%
1Y
+2.6%
3Y
-6.5%
5Y
-6.5%
OpenBook InsightIf you had invested £10,000 in LQPE 5 years ago, it would have fallen to £9,347 — a loss of £653.

Annual Returns

Calendar year performance

LQPE delivered positive returns in 0 of the last 2 calendar years.
YearLQPE
2026 YTD-1.0%
2025-5.5%
0/2 positive yearsAvg return: -3.2%Worst year: -5.5% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
18.3%
Low
Momentum
+0.9%
30-day change
Support Level
18.75
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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