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HUBL

Harvest US Bank Leaders Income ETF

Harvest ETFs HUBL page

HUBL has paid 103 distributions since 2018-02-27, totalling $9.1131 per unit, without missing a scheduled month. The monthly rate has been reduced once, to $0.1000 per unit. Since 2018-02-05 the unit price has returned -18.8%, against a total return of +55.6% with distributions reinvested.

Price $15.42
Per month $0.1000
Per year $1.20
Yield 7.78%

Price vs total return

Three outcomes from the same holding: the unit price alone, the price plus distributions kept as cash, and the price with every distribution reinvested. The gap between the top two lines is compounding.

Reinvested Taken as cash Price only 2018-02-05 — 2026-08-10
$1,000 invested at inception would now be
Price only $812
Taking the cash $1,291
Reinvested $1,556
and would now pay you, per month
Taking the cash · 52 units $5.20 +20% vs $4.33 at the start
Reinvested · 100 units $10.00 +129% vs $4.33 at the start

Reinvesting turned 1.92× the units, while the rate per unit moved +20%. Income is the two multiplied, which is why it can rise through a cut. Note the unit price fell over this period, so each reinvested distribution bought more units of something worth less — that flatters the unit count, not the fund.

What would HUBL cost for the income you want?

Work backwards from a monthly target, and see what that same position would have paid since the fund launched.

Open the calculator
Price return -18.8% Unit price alone, since 2018-02-05
Distributions as cash +29.1% $9.11 paid, held as cash
Total return (DRIP) +55.6% 1 unit becomes 1.9170
Distribution trend +3.4% Last 12 payments vs the 12 before

Reinvestment assumes each distribution buys more units at the closing price on its pay date, with no commission and fractional units allowed — a real DRIP rounds down to whole units, so the totals are a slight overstatement. Unit counts are shown rounded down, and the monthly income is calculated on them. Before tax throughout. HUBL has reduced its payment 1 times since inception.

Fund details

Issuer Harvest ETFs
Sector US Banks
Exchange TSX
Inception 2018-02-05
Distributions Monthly
Risk rating N/A
Currency CAD
Currency hedging Hedged
Management fee 0.75%
Return of capital N/A
Fund assets $132.4M

Tax character

How a year's distributions broke down, per unit. Published after year end — the most recent year available is an estimate for the current one, not a statement about it.

Component Per unit Share
Total distribution N/A 100%

Distribution history

The last year of payments. 103 in total since 2018-02-27, worth $9.1131 per unit. Entitlement is set on the ex-date, not the pay date.

Ex-date Paid Amount
2026-07-31 2026-08-06 $0.1000
2026-06-30 2026-07-06 $0.1000
2026-05-29 2026-06-05 $0.1000
2026-04-30 2026-05-06 $0.1000
2026-03-31 2026-04-06 $0.1000
2026-02-27 2026-03-06 $0.1000
2026-01-30 2026-02-06 $0.1000
2025-12-31 2026-01-06 $0.1000
2025-11-28 2025-12-05 $0.1000
2025-10-31 2025-11-06 $0.1000
2025-09-29 2025-10-09 $0.1000
2025-08-29 2025-09-09 $0.1000
All 103 payments, by year and every rate change

Allocation

Sector Allocation
Banks 81.1%
Capital Markets 18.1%
Cash Equivalents 0.2%
Geographic Allocation
United States 99.2%
Canada 0.2%

Holdings

JPM JPMorgan Chase & Co. 6.6%
BAC Bank of America Corporation 6.4%
BNY The Bank of New York Mellon Corporation 6.4%
CFG Citizens Financial Group, Inc. 6.4%
MTB M&T Bank Corporation 6.4%
USB U.S. Bancorp 6.4%
PNC The PNC Financial Services Group, Inc. 6.3%
TFC Truist Financial Corporation 6.3%
RF Regions Financial Corporation 6.2%
WFC Wells Fargo & Company 6.2%
All 20 holdings, with allocation

Track HUBL in CleanDividends.

Every distribution matched to the units you held, on your real cost base.

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Prices as at 2026-08-10. Distributions and fund details as published by Harvest ETFs. Not a recommendation and not tax advice — see the disclaimer.