Recent

ETF Innovators

Beyond Bonds: How Innovator’s BALT ETF Offers Hedged Equity Exposure for Investors Seeking an Alternative to Fixed Income

Traditional bonds have struggled to provide the stability investors expect, leaving advisors searching for alternatives. Innovator’s Defined Wealth Shield ETF (BALT) offers a compelling solution by combining equity market participation with a targeted 20% quarterly buffer. This structure and its built-in tax efficiencies aim to help advisor manage volatility and rethink the role of fixed income in modern portfolios.

ETF Innovators

Cullen’s DIVP: Rethinking Covered Call ETFs

Cullen Capital Management brings four decades of value investing expertise to the ETF space with DIVP, offering advisors a covered call strategy that balances value investing, tax-efficient income generation, and growth potential through selective option writing on individual stocks rather than broad indices.

ETF Innovators

The Sprott GBUG ETF: Active Management Meets Precious Metals

The Sprott Active Gold and Silver Miners ETF (GBUG) brings active management to a sector dominated by passive strategies, aiming to capitalize on market inefficiencies in mining equities. With gold prices surging while mining stocks lag behind, Sprott identifies a compelling catch-up opportunity for investors.

ETF Innovators

TDI ETF: Touchstone’s Fresh Perspective on Global Investing

The Touchstone Dynamic International ETF (TDI) offers a fresh approach to global investing, combining active management with a focus on high-quality companies across international markets. By adapting to different market conditions and employing a bottom-up strategy, TDI aims to capitalize on undervalued opportunities outside the US. With its flexible approach and emphasis on fundamental quality, TDI presents an attractive option for those seeking global diversification in their portfolios.

Popular