1 25
1 25
CTA seeks long term capital appreciation by systematically investing in futures in an attempt to create an absolute return profile, that also has low correlation to equities, and can provide support in risk-off events. To this end, CTA deploys a suite of systematic models that have been designed by Altis Partners, a commodity trading advisor with over 20 years of experience.
DAM seeks to track as closely as possible, before fees and expenses, the price and yield performance of the MVIS Global Digital Assets Mining Index, which is intended to track the performance of companies that are participating in the digital assets mining economy.
IPDP's adviser, Innovative Portfolios, LLC, invests the Fund's assets in companies that have a 10-year history of paying dividends, appear to have the ability to continue to pay dividends, have a history of increasing their dividends, and meet certain risk standards. The Adviser will generally sell a security if the security is no longer expected to meet the Adviser's dividend or growth expectations or if the risk characteristics place the equity in higher risk deciles.
IPPP's primary investment objective is to seek current income. The Fund invests in preferred equities and an S&P 500 index-based option overlay for additional income.
BSTP is an actively managed fund that seeks to provide risk managed exposure to the SPDR S&P 500 ETF Trust (SPY). The fund is a one-ticker solution designed to offer an opportunistically managed buffer strategy. The ETF is evaluated monthly and can be held indefinitely. Innovator Managed Outcome ETFs seek to offer investors exposure to strategies that implement defined outcomes in innovative ways.
IBHH seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.
IBHI seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2029. This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.
PSTP is an actively-managed fund that seeks to provide risk-managed exposure to the SPDR S&P 500 ETF Trust (SPY). The fund is a one-ticker solution designed to offer an opportunistically-managed buffer strategy. The ETF is evaluated monthly and can be held indefinitely. Innovator Managed Outcome ETFs seek to offer investors exposure to strategies that implement defined outcomes in innovative ways.
AVSD invests in a broad set of companies of all market capitalizations across non U.S. developed countries and is designed to increase expected returns by overweighting securities we believe to be trading at lower valuations with higher profitability ratios. It limits the investable universe of companies by screening out those that raise concerns based on the team's evaluation of multiple Environmental, Social and Governance (ESG) metrics and pursues the benefits associated with indexing but with the ability to add value by making investment decisions using information based on proprietary evaluations.
AVSU invests in a broad set of U.S. companies across all market capitalizations and is designed to increase expected returns by overweighting securities we believe to be trading at lower valuations and with higher profitability ratios. It limits the investable universe of companies by screening out those that raise concerns based on the team's evaluation of multiple Environmental, Social and Governance (ESG) metrics and pursues the benefits associated with indexing but with the ability to add value by making investment decisions using information based on proprietary evaluations.
GLOV seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Goldman Sachs ActiveBeta World Low Vol Plus Equity Index. ETF follows a performance seeking methodology that aims to acquire stocks based on four well established attributes of performance - good value, strong momentum, high quality and low volatility.
MSTQ seeks long-term out-performance relative to the U.S. large capitalization growth equity market. MSTQ aims to provide upside participation in U.S. large-capitalization growth equities, generally through investment in Nasdaq 100 ETF (QQQ) or the Nasdaq 100 futures contracts. As volatility increases, the MSTQ aims to provide uncorrelated returns and decrease the impact of falling growth equity markets.
VERS seeks investment results, before fees and expenses, that track the performance of the Solactive Metaverse Theme Index. VERS offers access to the metaverse ecosystem in a single ETF. The fund tracks a forward looking index designed to capture the metaverse opportunity as it evolves.
KGHG is an actively managed ETF that aims to capture the low-carbon leaders of the future. KGHG focuses on companies in traditionally high emissions industries that are on the cusp of the transition away from fossil fuels to renewable technology. Companies in high impact industries that have a stated commitment and demonstrated action towards decarbonization may see superior growth compared to their peers as well as potentially benefit from a reevaluation and improved environmental, social and corporate governance (ESG) score.
GDE seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.
RHCB seeks total return consisting of capital appreciation and income. May be appropriate for investors looking for a fund that primarily invests in securities issued by companies that demonstrate attractive investment attributes and attractive business practices based on an environmental, social and governance (ESG) methodology.
EKG seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an equity index called the Nasdaq Lux Health Tech Index (the Index). The Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks and depositary receipts that comprise the Index.
The investment objective of DFIC (the International Core Equity 2 ETF) is to achieve long-term capital appreciation.
The investment objective of DFIS (the "International Small Cap ETF" is to achieve long-term capital appreciation.
DIHP is designed to purchase securities of large non-U.S. companies that the Advisor determines to have high profitability relative to other large capitalization companies in the same country or region, at the time of purchase. An equity issuer is considered to have high profitability because it has high earnings or profits from operations in relation to its book value or assets.
The investment objective of DISV (the "International Small Cap Value ETF" or "Portfolio") is to achieve long-term capital appreciation.
TACK is a diversified actively managed exchange-traded fund (ETF) that under normal circumstances will invest more than 80% of the Fund's net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and U.S. Treasuries.
ROCI seek to purchase U.S. companies whose management's behavior exemplifies what we believe to be the highest level of character. The Fund's portfolio will generally hold stocks of 75 to 150 companies with the highest Composite Character Scores. ROCI will weight the portfolio's securities to mirror the return profile of traditional, broad-based, US securities (with companies scoring highest on CEO character as described above). On a quarterly basis, the ROCI ETF will evaluate the portfolio weights and modify them at our discretion.
![](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/gal_landscape_main_2_standard/public/March%20ETF%20Launches24.jpg?itok=6QUpYN_C)