ACIO
Aptus Collared Investment Opportunity ETF
📎 Investment Objective
The Aptus Collared Investment Opportunity ETF (ACIO) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Aptus Collared Income Opportunity Index.
Overview
ETF tracking Aptus Collared Investment Opportunity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Aptus Collared Investment Opportunity ETF (ACIO) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Aptus Collared Income Opportunity Index.
🎯 Investment Strategy
The ETF employs a rules-based strategy that seeks to provide exposure to the large-cap U.S. equity market while implementing a 'collar' options strategy to potentially generate income and reduce downside risk.
✨ Key Features
- Provides exposure to large-cap U.S. stocks through an index-based approach
- Implements a collar options strategy to potentially generate income and limit downside risk
- Aims to provide a balance of capital appreciation and downside protection
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Options risk: The use of options strategies may not be successful and could result in losses
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
- Liquidity risk: The ETF may experience low trading volume, which could affect its ability to sell securities
👤 Best For
The Aptus Collared Investment Opportunity ETF may be suitable for investors seeking exposure to the large-cap U.S. equity market with a focus on generating income and limiting downside risk. It may be particularly appealing to investors with a moderate risk tolerance who are looking for a balanced approach to equity investing.