1 21
IDME is an actively managed ETF that seeks to achieve its objective principally by investing in a portfolio of other ETFs that invest in equity securities of non-U.S. companies in developed and emerging markets throughout the world, while purchasing and/or writing exchange-listed call or put options on one or more broad-based indexes or ETFs that track the performance of equity markets outside of the United States to limit downside ( drawdown ) risk, create additional equity exposure, and/or generate premiums from writing call options on the Fund s equity investments.
Under normal market conditions, KONG seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts (i.e., American Depository Receipts or ADRs, European Depository Receipts or EDRs, and Global Depository Receipts or GDRs ), real estate investment trusts ( REITs ), and other equity investments or ownership interests in business enterprises.
VSPY is an actively managed exchange-traded fund ( ETF ) that seeks to achieve its investment objective by utilizing a blended strategy that combines a fixed income allocation of approximately 90% with an options overlay of approximately 10% of the market value of the Fund s assets. The fixed income allocation will be invested primarily in high quality debt instruments, including but not limited to corporate bonds, treasuries, and municipal bonds and/or ETFs that hold these high quality debt investments.
TPLE seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets directly or indirectly in the securities included in the Victory US Large/Mid Cap Long/Cash Volatility Weighted BRI Index (the Index ), an unmanaged, volatility weighted index created by the Fund s Sub-Adviser.
MUSI invests in various sectors of the fixed income market holding instruments such as corporate bonds and notes, government securities, securitized credit instruments, and emerging markets debt securities. The portfolio managers select securities using a sector rotation approach that integrates proprietary fundamental research and quantitative model inputs, such as economic activity, inflation and monetary policy, and technical analysis of relative value among various sectors.
RFEU is an actively managed exchange-traded fund that seeks to provide capital appreciation. RFEU will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in a portfolio of equity securities of European companies.
TPHE seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets directly or indirectly in the securities included in the Victory US Large Cap High Dividend Long/Cash Volatility Weighted BRI Index (the Index ), an unmanaged, volatility weighted and dividend-focused index created by the Fund s Sub-Adviser.
Under normal circumstances, VSLU will invest at least 80% of its net assets in equity securities of large cap companies. The Fund defines large cap companies as companies with market capitalizations of $5 billion or more, measured at the time of purchase. In choosing investments, the Adviser typically selects large cap equity securities that it believes offer superior return potential and may consider, among other factors, a company s valuation, projected future earnings, dividends, financing activity, growth potential, recent performance, and business strategy.
KOCG seeks to offer investors access to a global portfolio of financially attractive stocks whose business practices align with the investment criteria established by the United States Conference of Catholic Bishops (USCCB). The Fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, embryonic stem cell research/ human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines.
CWEB seeks daily investment results, before fees and expenses, of 200% of the performance of the CSI Overseas China Internet Index. There is no guarantee the fund will meet its stated investment objective. This leveraged ETF seeks a return that is 200% the return of its benchmark index for a single day.
ZHDG is an actively-managed exchange-traded fund ( ETF ) that seeks to provide exposure to the U.S. large capitalization equity market, while mitigating overall market downside risk in the event of a major market decline. To achieve its investment objective, ZHDG invests in a combination of S&P 500 index options as well as fixed income or other income producing securities.
BKCH seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Blockchain Index. The Underlying Index is designed to provide exposure to companies that are positioned to benefit from further advances in the field of blockchain technology.
NUAG seeks to track the investment results, before fees and expenses, of ICE BofA Enhanced Yield US Broad Bond Index. The Fund employs a passive management (or indexing ) approach, seeking to track the investment results, before fees and expenses, of the ICE BofA Enhanced Yield US Broad Bond Index (the Enhanced Index ).
The investment objective of FJUL is to seek to provide investors with returns (before fees, expenses and taxes) that match the price return of the SPDR S&P 500 ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 14.95% (before fees, expenses and taxes) and 14.10% (after fees and expenses, excluding brokerage commissions, trading fees, taxes and extraordinary expenses not included in the Funds management fee), while providing a buffer against the first 10% (before fees, expenses and taxes) of Underlying ETF losses, over the period from July 20, 2020 to July 16, 2021.
The Innovator S&P 500 Ultra Buffer ETF seeks to track the return of the S&P 500 Price Return Index, up to a predetermined cap, while buffering investors against losses from -5% to -35% over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.
![](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/gal_landscape_main_1_standard/public/Greatest-Inflows-Past-Month-082521-intro.jpg?itok=Qly7y4x-)