Aptus Collared Ownership
| ACIO Etf | USD 41.03 0.21 0.51% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Aptus |
Aptus Etf Ownership Analysis
Aptus Collared is is formed as Regulated Investment Company in the United States. ETF is managed and operated by U.S. Bancorp Fund Services, LLC. The fund has 104 constituents across multiple sectors and instustries. The fund charges 0.79 percent management fee with a total expences of 0.79 percent of total asset. The fund created five year return of 11.0%. Aptus Collared Income holds 100.59% of assets under management (AUM) in equities. This fund last dividend was 0.101 per share. 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. For more info on Aptus Collared Income please contact the company at NA.Sector Exposure (%)
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 Collared , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| WMT | Walmart | Stock | |
| TJX | The TJX Companies | Stock | |
| CAT | Caterpillar | Stock | |
| WDC | Western Digital | Stock | |
| SPGI | SP Global | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| MMM | 3M Company | Stock | |
| CCL | Carnival | Stock | |
| V | Visa Class A | Stock | |
| BX | Blackstone Group | Stock | |
| MSFT | Microsoft | Stock | |
| STT | State Street Corp | Stock | |
| ACN | Accenture plc | Stock | |
| FIS | Fidelity National Information | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| OXY | Occidental Petroleum | Stock | |
| T | ATT Inc | Stock | |
| TSLA | Tesla Inc | Stock | |
| MA | Mastercard | Stock | |
| PFE | Pfizer Inc | Stock | |
| HD | Home Depot | Stock | |
| CMCSA | Comcast Corp | Stock | |
| ADP | Automatic Data Processing | Stock | |
| UPS | United Parcel Service | Stock | |
| ADI | Analog Devices | Stock | |
| AMZN | Amazon Inc | Stock | |
| AMT | American Tower Corp | Stock | |
| TGT | Target | Stock | |
| PAYX | Paychex | Stock | |
| PNC | PNC Financial Services | Stock |
Aptus Collared Outstanding Bonds
Aptus Collared issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Aptus Collared Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Aptus bonds can be classified according to their maturity, which is the date when Aptus Collared Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Pair Trading with Aptus Collared
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aptus Collared position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aptus Collared will appreciate offsetting losses from the drop in the long position's value.Moving together with Aptus Etf
| 1.0 | ADME | Aptus Drawdown Managed | PairCorr |
| 0.68 | SWAN | Amplify BlackSwan Growth | PairCorr |
| 0.7 | PHDG | Invesco SP 500 | PairCorr |
Moving against Aptus Etf
The ability to find closely correlated positions to Aptus Collared could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aptus Collared when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aptus Collared - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aptus Collared Income to buy it.
The correlation of Aptus Collared is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aptus Collared moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aptus Collared Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aptus Collared can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
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.