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.
The Innovator Uncapped Bitcoin 20 Floor ETF® (QBF) implements a 20% quarterly loss floor while maintaining substantial exposure to bitcoin’s gains, offering advisors a structured solution for incorporating bitcoin exposure into client portfolios without sacrificing significant return potential.
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.
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.
Bancreek’s BCIL ETF employs proprietary technology and a “smartwatch” approach to identify the top 30 international companies exhibiting strong institutional endurance, offering advisors a systematic approach to accessing high-quality global opportunities at attractive valuations.
Return Stacked® ETFs such as RSSY are challenging traditional portfolio construction by eliminating the trade-off between maintaining core exposures and adding diversification, aiming to allow advisors to deliver institutional-quality portfolios that maximize returns per unit of risk.
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.
