5/16/2023 0 Comments Aptus etfsThe Adviser generally expects to invest less than 5% of the Fund’s net assets in Equity Puts at the time of investment. Important information about the fund and are available at or by calling 1-80. The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. , earnings announcements) to roll forward expiration dates or to increase or decrease market exposure. Aptus Capital Advisors is the advisor to the Opus Small Cap Value ETF which is distributed by Quasar Distributors, LLC. The Adviser may purchase Equity Puts that are at-the-money, near-the-money, or out-of-the-money (also known as a “tail hedge”), and the Adviser will actively manage the Fund’s Equity Puts as markets move or events occur ( e.g. In the event the reference asset declines in value below the strike price and the holder exercises its put option, the holder will be entitled to receive the difference between the value of the reference asset and the strike price (which gain is offset by the premium originally paid by the holder), and in the event the reference asset closes above the strike price as of the expiration date, the put option may end up worthless and the holder’s loss is limited to the amount of premium it paid. The purchaser pays a cost (premium) to purchase the put option. A put option gives the purchaser the right to sell shares of the reference asset at a specified price (“strike price”) prior to a specified date (“expiration date”). Learn everything you need to know about Aptus Drawdown Managed Equity ETF (ADME) and how it ranks compared to other funds. counterparts, they are known for a proven ability to provide stable and growing dividends over time – and should be on the radar of income investors.The Adviser seeks to limit the Fund’s exposure to equity market declines primarily by purchasing exchange-listed put options on individual equity securities or on one or more equity indexes or ETFs (each, a “reference asset”) that track a portfolio of U.S. APTUS CAPITAL ADVISORS 251.517.7198 265 Young Street, Fairhope, AL 36532 APTUS CAPITAL ADVISORS The Aptus Collared Income Opportunity ETF Why ACIO We think future returns from traditional stocks and bonds may be below recent history, at risk of being insufficient to meet the income needs of retirees. Aptus Capital Advisors, LLC serves as the investme nt advisor to the Aptus Funds. While this group has somewhat different qualifications than their U.S. 4:00pm Eastern Time(when NAV is normally determined for most ETFs), and do not represent the returns you would receive if you traded shares at other times. Take the European Dividend Aristocrats, for example. border ends – and international markets boast their own sets of the best dividend growth stocks too. The Fund primarily invests in investment-grade fixed income securities indirectly through investments in underlying bond ETFs which may result in higher fees. These are companies that have consistently raised their dividends annually for the last 25 years straight, and are widely considered to be the best dividend stocks around, at least when it comes to dividend growth.īut dividend royalty doesn't stop where the U.S. We often talk about the importance of income-paying investments in this space, mostly focusing on the S&P 500 Dividend Aristocrats. Luckily, this go around is not due to meme investors, but an actual tangible fundamental event."Īs for the major indexes, the Nasdaq Composite slumped 1.6% to 11,669, the S&P 500 shed 1.7% to 3,936, and the Dow Jones Industrial Average gave back 1.6% to 32,030. "Short interest has been a driver in this stock for quite some time and that will also be the case today. Today’s backdrop requires different thinking here is ours. Big moves like this are "the name of the game for GameStop," says David Wagner, portfolio manager at Aptus Capital Advisors (opens in new tab). Managed Portfolios - Aptus Capital Advisors Drawdown Patrol Investing Upside Capture Through Downside Hedging Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks.
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