Aptus Collared Income Etf Profile
| ACIO Etf | USD 35.15 0.31 0.87% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Aptus Collared is selling at 35.15 as of the 16th of April 2024; that is -0.87 percent decrease since the beginning of the trading day. The etf's open price was 35.46. Aptus Collared has less than a 9 % chance of experiencing financial distress in the next few years and had a good 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 19th of October 2023 and ending today, the 16th of April 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
| 0.97 | BUFR | First Trust Cboe | PairCorr |
| 0.99 | BUFD | FT Cboe Vest | PairCorr |
| 1.0 | PSEP | Innovator SP 500 | PairCorr |
| 1.0 | PJAN | Innovator SP 500 | PairCorr |
| 1.0 | PJUL | Innovator SP 500 | PairCorr |
Moving against Aptus Etf
| 0.84 | CCOR | Core Alternative ETF | PairCorr |
Aptus Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Aptus Collared's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Aptus Collared or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Buywrite ETFs, Options Trading, Aptus Capital Advisors (View all Sectors) |
| Issuer | Aptus Capital Advisors |
| Inception Date | 2019-07-09 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 769.73 Million |
| 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 | 97.0 |
| Market Maker | Wolverine Trading |
| Total Expense | 0.79 |
| Management Fee | 0.79 |
| Country Name | USA |
| Returns Y T D | 7.09 |
| Name | Aptus Collared Income Opportunity ETF |
| Currency Code | USD |
| Open Figi | BBG00PNSDFF3 |
| In Threey Volatility | 11.81 |
| 1y Volatility | 10.01 |
| 200 Day M A | 32.5955 |
| 50 Day M A | 35.2692 |
| Code | ACIO |
| Updated At | 16th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.58 |
| Type | ETF |
Aptus Collared Income [ACIO] is traded in USA and was established 2019-07-09. The fund is listed under Options Trading category and is part of Aptus Capital Advisors family. The entity is thematically classified as Strategy ETFs. Aptus Collared me presently have 472.15 M in assets under management (AUM). , while the total return for the last 3 years was 7.6%.
Check Aptus Collared Probability Of Bankruptcy
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
| MMM | 3M Company | Stock | Industrials |
| MSFT | Microsoft | Stock | Information Technology |
| FIS | Fidelity National Information | Stock | Financials |
| BLK | BlackRock | Stock | Financials |
| JPM | JPMorgan Chase Co | Stock | Financials |
| NEE | Nextera Energy | Stock | Utilities |
| AAPL | Apple Inc | Stock | Information Technology |
Aptus Collared Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of Aptus Collared jumping above the current price in 90 days from now is about 36.08%. The Aptus Collared Income probability density function shows the probability of Aptus Collared etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Aptus Collared has a beta of 0.7555. This suggests as returns on the market go up, Aptus Collared average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Aptus Collared Income will be expected to be much smaller as well. Additionally, aptus Collared Income has an alpha of 0.0369, implying that it can generate a 0.0369 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Aptus Collared to move above the current price in 90 days from now is about 36.08 (This Aptus Collared Income probability density function shows the probability of Aptus Etf to fall within a particular range of prices over 90 days) .
Aptus Collared me Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Aptus Collared market risk premium is the additional return an investor will receive from holding Aptus Collared long position in a well-diversified portfolio. 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. Although Aptus Collared's alpha and beta are two of the key measurements used to evaluate Aptus Collared's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0937 | |||
| Jensen Alpha | 0.0369 | |||
| Total Risk Alpha | 0.0285 | |||
| Sortino Ratio | 0.0484 |
Aptus Collared Against Markets
Picking the right benchmark for Aptus Collared etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Aptus Collared etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Aptus Collared is critical whether you are bullish or bearish towards Aptus Collared Income at a given time. Please also check how Aptus Collared's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Aptus Collared without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
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How to buy Aptus Etf?
Before investing in Aptus Collared, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Aptus Collared. To buy Aptus Collared etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Aptus Collared. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Aptus Collared etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Aptus Collared Income etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Aptus Collared Income etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Aptus Collared Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Aptus Etf please use our How to Invest in Aptus Collared guide.
Already Invested in Aptus Collared Income?
The danger of trading Aptus Collared Income is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Aptus Collared is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Aptus Collared. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Aptus Collared me is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Aptus Collared me offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Aptus Collared's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Aptus Collared Income Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Aptus Collared Income Etf: 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 tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
The market value of Aptus Collared me 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.