Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V).
Industry description
The investment seeks current income and capital appreciation.
The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective principally by investing in a portfolio of U.S.-listed equity securities of any market capitalization and buying put options or an options collar on the same underlying equity securities, a U.S. equity ETF or on an index tracking a portfolio of U.S. equity securities. It may write call options on up to 100% of each equity position held in the portfolio and will use a portion of the premium received from writing such call options to purchase put options.
Market Cap
The average market capitalization across the Aptus Collared Investment Opp ETF ETF is 371.74B. The market cap for tickers in the group ranges from 9.7B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is CHE at 9.7B.
High and low price notable news
The average weekly price growth across all stocks in the Aptus Collared Investment Opp ETF ETF was 11%. For the same ETF, the average monthly price growth was 56%, and the average quarterly price growth was 89%. DIS experienced the highest price growth at 11%, while VRTX experienced the biggest fall at -9%.
Volume
The average weekly volume growth across all stocks in the Aptus Collared Investment Opp ETF ETF was -9%. For the same stocks of the ETF, the average monthly volume growth was 9% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 50
Price Growth Rating: 39
SMR Rating: 41
Profit Risk Rating: 25
Seasonality Score: 33 (-100 ... +100)