QTPI

📎 Investment Objective

The North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) seeks to provide current income and capital appreciation by investing primarily in preferred and other income-producing securities.

✨ Key Features

• Focuses on preferred stocks and other income-producing securities
• Actively managed portfolio aiming to generate current income and capital appreciation
• Seeks to provide tax-advantaged income through its investment in preferred and hybrid securities
• Relatively low expense ratio of 0.00%

⚠️ Primary Risks

• Interest rate risk: The fund's income-producing securities may decline in value when interest rates rise
• Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
• Liquidity risk: Some of the fund's holdings may be less liquid, which could impact the fund's ability to sell positions at favorable prices
• Sector concentration risk: The fund's focus on preferred and income-producing securities may make it more vulnerable to events affecting those sectors

👤 Best For

This ETF may be suitable for investors seeking a source of tax-advantaged income and potential capital appreciation, with a medium to long-term investment horizon. It may be particularly appealing to investors in higher tax brackets who are looking to generate income in a tax-efficient manner.