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ACIO ETF ANALYSIS

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ACIO ETF FUNDAMENTALS
ACIO ETF PERFORMANCE

ACIO ISSUER

Aptus Capital Advisors operates the ACIO (Aptus Capital Advisors: The Fund), an actively managed exchange-traded fund (ETF) designed to achieve its investment objective through a strategic blend of U.S.-listed equity securities and options trading. The fund's investment strategy involves holding a diverse portfolio of U.S.-listed equity securities, including common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs), while also engaging in options trading activities such as selling covered call options and buying put options. Aptus Capital Advisors, the fund's investment adviser, employs a disciplined approach, selecting equity securities based on assessments of dividend stability, liquidity of available options, and factors related to yield, earnings growth, revenue growth, and distribution history. The fund aims to generate income through dividends and premiums from option trading, employing a collar strategy to hedge against downside risks associated with equity investments. Additionally, the fund may utilize various options strategies, including bull call spreads and options on the Cboe Volatility Index (VIX® Index), to further enhance returns and manage risk. As of July 31, 2023, the fund has significant exposure to the information technology and consumer sectors, reflecting a dynamic approach to sector allocation that may evolve over time.

ACIO DIVIDEND

ACIO, managed by Aptus Capital Advisors, adopts a strategic investment approach focused on generating income for investors. The fund seeks to achieve this objective through a combination of dividends received from its portfolio of U.S.-listed equity securities and premiums generated from options trading activities. Aptus Capital Advisors carefully selects equity securities based on their potential for stable or increasing dividends, and the fund employs a collar strategy involving covered call options and put options to hedge against downside risks associated with equity investments. The dividends earned from the carefully curated portfolio, coupled with premiums from options, contribute to the overall income generation of ACIO. This dividend-centric strategy aligns with the fund's commitment to delivering returns to investors through a diversified and actively managed investment approach.

ACIO TRACKING

ACIO (Aptus Capital Advisors: The Fund) employs a meticulous tracking strategy to achieve its investment goals. The fund is an actively managed exchange-traded fund (ETF) that primarily invests in a diverse portfolio of U.S.-listed equity securities across various market capitalizations. In addition to equities, ACIO utilizes options, employing a collar strategy to manage and mitigate potential downside risks associated with its equity holdings. The tracking strategy involves actively monitoring and adjusting the fund's positions in response to changing market conditions, ensuring that the portfolio aligns with Aptus Capital Advisors' investment thesis. The flexibility to invest in U.S.-listed equity securities, American Depositary Receipts (ADRs), and real estate investment trusts (REITs) across different market sectors allows ACIO to dynamically track opportunities and adapt its portfolio composition. This proactive tracking approach reflects Aptus Capital Advisors' commitment to optimizing returns while actively managing risk for investors.

ACIO CORRELATION

ACIO (Aptus Capital Advisors: The Fund) implements a correlation-conscious investment strategy aimed at managing risk and optimizing portfolio performance. The fund's approach involves actively monitoring and assessing the correlation of its holdings, which include a diverse range of U.S.-listed equity securities, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). Aptus Capital Advisors acknowledges the importance of understanding how different assets within the portfolio may move in relation to each other and to broader market trends. By maintaining a keen awareness of correlation dynamics, ACIO seeks to construct a well-balanced and resilient portfolio that can potentially withstand market fluctuations. This correlation-conscious strategy reflects the fund's commitment to thoughtful risk management and aligns with Aptus Capital Advisors' goal of delivering consistent returns to investors in various market conditions.

ACIO SECTOR

The Aptus Collared Income Opportunity ETF (ACIO) primarily focuses on the financial sector. ACIO is designed to generate income by utilizing options strategies while minimizing risk through collaring. This sector concentration provides exposure to various financial services companies such as banks, insurance, and asset management firms. Investors interested in income generation within the financial sector may find ACIO an appealing choice, although it's essential to consider the specific strategies and risk management techniques employed by the fund.

ACIO EXPOSURE

The Aptus Collared Income Opportunity ETF (ACIO) is designed to offer investors exposure to a unique income-generating strategy. ACIO primarily invests in a mix of U.S. large-cap equities and U.S. Treasury securities, providing a balanced approach that combines the potential for equity market growth with the safety of fixed income. This exposure allows investors to access income opportunities while managing risk, making it a valuable addition to income-focused portfolios.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of ACIO with the U.S. equity market?
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How does ACIO provide exposure to the equity market?
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How does ACIO's dividend strategy compare to other funds?
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How does ACIO track its underlying index?
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What is the dividend aspect of ACIO?
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What is the sector composition of ACIO?
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