Anna Paglia’s Post

The Spear Alpha ETF 1Q24 Letter is out! Q1 2024 was tough for active funds, but SPRX weathered the storm. Consolidations provide attractive entry points...read on to learn more👇 Link to full letter: https://lnkd.in/eRdP8iuf SPRX is listed on the Nasdaq. Full fund disclosures, holdings, and standardized performance at spear-funds.com

In the latest issue of the NYSE Active Update I sat down with Steven Plump from The RBB Fund to discuss their role within the ETF ecosystem and the trends they are observing in the active ETF market. Visit HomeofETFs.com to subscribe, catch up on past issues and learn more about how the NYSE supports the #ETF ecosystem. #investingnews #investments #financenews #etfs #activemanagement

ICYMI: VettaFi's Lara Crigger recently dug deep into mutual funds, ETFs, SEC approvals, and ETF share classes with Bloomberg. Hear her thoughts on the latest trends in the clip below 👇 #MutualFunds #ETFs #ShareClasses #Investing #ModelPortfolios

It’s been 20 years since the launch of the ETF that democratized gold investing and the momentum has continued.* Read my reflection on the history of GLD®, the first US-listed gold-backed ETF: http://ms.spr.ly/6044oDhTp Celebrate 20 years of GLD: http://ms.spr.ly/6045oDhTV View GLD’s prospectus: http://ms.spr.ly/6046oDhTn

KKM Financial Essential 40 mutual fund (ESSIX) plans to convert to the KKM Essential 40 ETF (ESN), first day of trading on Nasdaq is Monday 10/21. (Nothing to do for current shareholders) #equalweight #investing #stocks #essential #markets #wealthmanagement

In part II of the #ETF Liquidity series, President of ETF Capital Markets Advisors LLC, Nicholas Phillips, dives into the strategic foundations of ETF liquidity and how it drives market success. In case you missed part I: https://lnkd.in/eQrGEysZ 👉 Check out all of Nick's insights here: https://lnkd.in/dX8K79R6

Here’s to 3 years and 4 stars! Congratulations to our actively managed #fixedincome #ETF, the VictoryShares Core Plus Intermediate Bond ETF (UBND), for receiving a four-star overall Morningstar Rating™ based on risk-adjusted returns for the period ended October 31, 2024. Learn more about UBND and how this active ETF provides investors with a yield-focused portfolio built bond-by-bond, using fundamental bottom-up analysis: https://ow.ly/H5jt50UaX0h

The year-to-date (YTD) performance of the Small Cap (iShares Russell 2000 ETF) and the Large Cap (SPDR S&P 500 ETF) as of 10 June 2024: Small Cap (IWM): The YTD return for IWM is approximately 0.59%. Large Cap (SPY): The YTD return for SPY is approximately 12.70%.

JEPI (and recently JEPQ) have been the Undisputed Covered Call ETF Kings on the U.S. Market for a long time. BUT the competition is heating up in the U.S. with a huge amount of new High Yield Covered Call (BUY Write) ETFs including GPIX and GPIQ from Goldman Sachs who clearly want a piece of the pie. They are both outperforming JEPI and JEPQ and I review them in my latest video! https://lnkd.in/gDiwAb-k #highyield #investing #investingtips #dividends #dividendinvesting #dividendstocks #coveredcalls #stocks #stockpicks #passiveincome #fire

RMAX: Maximizing Monthly Income with U.S. and Canadian REITs | Hamilton ETFs | Airing on BNN Bloomberg The Hamilton Canadian Financials Yield Maximizer ETF (RMAX) stands out as a strategic tool for income-focused investors seeking to maximize monthly income from U.S. and Canadian REITs. This innovative ETF combines high-distribution-paying REITs with an income-first covered call strategy, designed to amplify income and reduce volatility. RMAX provides diversified exposure to the largest North American REITs across various REIT sub-sectors.   Learn More: https://lnkd.in/gtSnaB63   #IncomeGrowth #REIT #CoveredCallStrategy #CoveredCallETF #ETFs #DividendStocks