Aptus Collared Income Etf Profile
ACIO Etf | USD 40.70 0.18 0.44% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Aptus Collared is selling at 40.70 as of the 21st of November 2024; that is 0.44 percent increase since the beginning of the trading day. The etf's open price was 40.52. Aptus Collared has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Aptus Collared Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
The fund is an actively-managed exchange-traded fund that seeks to achieve its investment objective principally by investing in a portfolio of U.S. Aptus Collared is traded on BATS Exchange in the United States. More on Aptus Collared Income
Moving together with Aptus Etf
1.0 | ADME | Aptus Drawdown Managed | PairCorr |
0.67 | SWAN | Amplify BlackSwan Growth | PairCorr |
0.74 | PHDG | Invesco SP 500 | PairCorr |
0.97 | MSTB | ETF Series Solutions | PairCorr |
Moving against Aptus Etf
Aptus Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Buywrite ETFs, Strategy ETFs, Equity Hedged, Aptus Capital Advisors (View all Sectors) |
Issuer | Aptus Capital Advisors |
Inception Date | 2019-07-09 |
Entity Type | Regulated Investment Company |
Asset Under Management | 1.55 Billion |
Asset Type | Equity |
Category | Strategy |
Focus | Buywrite |
Market Concentration | Developed Markets |
Region | North America |
Administrator | U.S. Bancorp Fund Services, LLC |
Advisor | Aptus Capital Advisors, LLC |
Custodian | U.S. Bank, N.A. |
Distributor | Quasar Distributors, LLC |
Portfolio Manager | John Gardner, John Tyner, David Wagner III |
Transfer Agent | U.S. Bancorp Fund Services, LLC |
Fiscal Year End | 30-Apr |
Exchange | Cboe BZX Exchange, Inc. |
Number of Constituents | 89.0 |
Market Maker | Wolverine Trading |
Total Expense | 0.79 |
Management Fee | 0.79 |
Country Name | USA |
Returns Y T D | 22.54 |
Name | Aptus Collared Income Opportunity ETF |
Currency Code | USD |
Open Figi | BBG00PNSDFF3 |
In Threey Volatility | 11.38 |
1y Volatility | 8.9 |
200 Day M A | 37.5117 |
50 Day M A | 39.9747 |
Code | ACIO |
Updated At | 21st of November 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.45 |
Type | ETF |
Aptus Collared Income [ACIO] is traded in USA and was established 2019-07-09. The fund is listed under Equity Hedged category and is part of Aptus Capital Advisors family. The entity is thematically classified as Buywrite ETFs. Aptus Collared Income presently have 472.15 M in assets under management (AUM). , while the total return for the last 3 years was 9.1%.
Check Aptus Collared Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aptus Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aptus Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aptus Collared Income Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aptus Collared Income Etf Constituents
ACN | Accenture plc | Stock | Information Technology | |
PNC | PNC Financial Services | Stock | Financials | |
AAPL | Apple Inc | Stock | Information Technology | |
UPS | United Parcel Service | Stock | Industrials | |
STT | State Street Corp | Stock | Financials | |
BLK | BlackRock | Stock | Financials | |
SPGI | SP Global | Stock | Financials | |
TSLA | Tesla Inc | Stock | Consumer Discretionary |
Aptus Collared Income Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Aptus Collared. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.0742 | |||
Jensen Alpha | (0) | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.06) |
Aptus Collared Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aptus Collared Income. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of Aptus Collared Income is measured differently than its book value, which is the value of Aptus that is recorded on the company's balance sheet. Investors also form their own opinion of Aptus Collared's value that differs from its market value or its book value, called intrinsic value, which is Aptus Collared's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Aptus Collared's market value can be influenced by many factors that don't directly affect Aptus Collared's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Aptus Collared's value and its price as these two are different measures arrived at by different means. Investors typically determine if Aptus Collared is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aptus Collared's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.