ETF Innovators

The DVQQ ETF from WEBs and Westwood represents a breakthrough in volatility management, offering advisors a sophisticated yet intuitive solution for client portfolios. By dynamically adjusting Nasdaq 100 exposure based on real-time volatility levels, the strategy aims to keep investors fully engaged during market calm while providing a smoother ride through turbulence—potentially solving one of investing’s most persistent behavioral challenges.

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.

The Return Stacked® Bond and Merger Arbitrage ETF (RSBA) offers a novel solution to fixed income diversification through Return Stacking, allowing investors to maintain Treasuries exposure while capturing merger-arbitrage returns. This innovative approach eliminates the traditional trade-off of selling existing positions to add alternative strategies. In an environment of tight credit spreads, RSBA provides advisors a sophisticated tool to enhance portfolios without disrupting core allocations or client comfort levels.