{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/ESPX",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Evolve S&P 500® Enhanced Yield Fund (TSX: ESPX) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Evolve S&P 500® Enhanced Yield Fund, listed on the TSX under ticker ESPX, with ISIN CA30052U2065 and LEI 549300T8V6FZYKNRWS97. Its security type is ETF/ETP, its sector is ETP, and its jurisdiction is Canada (federal) (CA). Segment is not on the record. Status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 0 filings in the twelve months to 2026-11-06, on 0 filing days. The median gap between filing days is not on the record, and no latest filing date or type is on the record. The TSX exchange median is 16 days of cadence, 0.0 filings and 3.0 days of latency across 2270 issuers. The ETP sector median is not on the record for cadence, 0 filings and not on the record for latency across 1399 issuers.\n\n## Auditor\n\nThe auditor is not on the record, as the fund and receipt security type was not searched. Its location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move. The index does not carry a type for this issuer's lifecycle lines beyond those stated. The halt flag is listed, not halted.\n\n## Orderability\n\nUnder the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, the outcome for Paragraph (o) of the definition is signal ACM-200, determinable. The outcome for Paragraph (q) of the definition is signal ACM-200, determinable. The chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read, and the count is 0.\n\n## Open research\n\nNo openly published research notes were found, and the count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's years sealed in the store are not served as of a date, and the as-of door answers not_sealed. The vintage of the market is not sealed. The live record began on 2026-09-10, and the market's earliest sealed date is not on the record.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://evolveetfs.com/product/espx/ (identity.isin)\n- https://api.gleif.org/api/v1/lei-records/549300T8V6FZYKNRWS97 (identity.jurisdiction)\n- https://www.tsx.com/en/resource/571 (identity.sector)\n- https://mcp.ca-cm-kg.ai/events/TSX/ESPX (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ca-cm-kg.ai/record/TSX/ESPX (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "CA",
    "reason": "not searched (fund/receipt security)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/ESPX",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "issuers": 1399,
     "median_cadence_gap_days": null,
     "median_filings": 0,
     "median_latency_days": null,
     "name": "ETP"
    }
   },
   "by_type": {},
   "cadence_median_gap_days": null,
   "filing_days": 0,
   "filings": 0,
   "latency_days": null,
   "latest": [],
   "latest_filing_date": null,
   "note": "no disclosure line on the record for this issuer in the window",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/ESPX",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "read_by": "manager-published CUSIP as printed on the manager document (accepted as source by CEO ruling 2026-10-26; no filed register document prints it) · ISIN = CA + CUSIP + check digit (ISO 6166)",
    "read_date": "2026-10-26",
    "read_date_basis": "the field",
    "source": "https://evolveetfs.com/product/espx/",
    "state": "filled",
    "value": "CA30052U2065"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300T8V6FZYKNRWS97",
    "state": "sourced",
    "value": "Canada (federal) (CA)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300T8V6FZYKNRWS97",
    "state": "filled",
    "value": "549300T8V6FZYKNRWS97"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "Evolve S&P 500® Enhanced Yield Fund"
   },
   "sector": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "ETP"
   },
   "security_type": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "ETF/ETP"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "ESPX"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:a96626559bfc042c46132e024baca7fa5adb5d5328ea43ecac0fea84ada8f3e7",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/ESPX",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:a96626559bfc042c46132e024baca7fa5adb5d5328ea43ecac0fea84ada8f3e7",
 "path": "/ca/TSX/ESPX",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Evolve S&P 500® Enhanced Yield Fund, listed on the TSX under ticker ESPX, with ISIN CA30052U2065 and LEI 549300T8V6FZYKNRWS97. Its security type is ETF/ETP, its sector is ETP, and its jurisdiction is Canada (federal) (CA). Segment is not on the record. Status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 0 filings in the twelve months to 2026-11-06, on 0 filing days. The median gap between filing days is not on the record, and no latest filing date or type is on the record. The TSX exchange median is 16 days of cadence, 0.0 filings and 3.0 days of latency across 2270 issuers. The ETP sector median is not on the record for cadence, 0 filings and not on the record for latency across 1399 issuers.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record, as the fund and receipt security type was not searched. Its location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change or segment move. The index does not carry a type for this issuer's lifecycle lines beyond those stated. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "Under the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, the outcome for Paragraph (o) of the definition is signal ACM-200, determinable. The outcome for Paragraph (q) of the definition is signal ACM-200, determinable. The chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read, and the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found, and the count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's years sealed in the store are not served as of a date, and the as-of door answers not_sealed. The vintage of the market is not sealed. The live record began on 2026-09-10, and the market's earliest sealed date is not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.isin",
   "source": "https://evolveetfs.com/product/espx/"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/549300T8V6FZYKNRWS97"
  },
  {
   "for": "identity.sector",
   "source": "https://www.tsx.com/en/resource/571"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/ESPX"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/ESPX"
  }
 ],
 "title": "Evolve S&P 500® Enhanced Yield Fund (ESPX) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}