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Category
US Equities - Quant Strat
Sponsor
Aptus Capital Advisors
Fund Family
Index
S&P 500 Index
Index Weighting
Active/Passive
Expense
0.79%
Inverse/Leveraged
IPO
Jul 10, 2019
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
Yes / Yes
Tags
Tags
Tags
Tags
Tags
Tags
-
Tags
-
Sector/Theme
Region
SMA20
0.85%
SMA50
0.75%
SMA200
5.21%
Return% 1Y
12.50%
Return% 3Y
15.31%
Return% 5Y
9.56%
Return% 10Y
Return% SI
Flows% 1M
0.59%
Flows% 3M
1.76%
Flows% YTD
0.67%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
217
AUM
2.38B
NAV/sh
52W High
47.14 -1.15%
52W Low
41.13 13.30%
Volatility
0.67% 0.85%
ATR (14)
0.40
RSI (14)
56.70
Beta
0.67
Rel Volume
1.24
Avg Volume
126.51K
Volume
156,083
Perf Week
0.89%
Perf Month
1.04%
Perf Quarter
5.86%
Perf Half Y
5.48%
Perf YTD
6.64%
Perf Year
12.51%
Perf 3Y
48.79%
Perf 5Y
52.65%
Perf 10Y
-
Prev Close
46.50
Price
46.60
Change
0.22%
Aptus Collared Investment Opportunity ETF seeks current income and capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective principally by investing in a portfolio of U.S.-listed equity securities of any market capitalization and buying put options or an options collar on the same underlying equity securities, a U.S. equity ETF or on an index tracking a portfolio of U.S. equity securities. It may write call options on up to 100% of each equity position held in the portfolio and will use a portion of the premium received from writing such call options to purchase put options.