John McHugh sold the Magnificent Seven in 2022 when his screens signaled trouble. The WealthTrust DBS Long Term Growth ETF (WLTG) operates through two sleeves: one tactical, one quantitative. The fund tracks 9,000 companies, narrows to 700, then selects 25–35 names. McHugh offers advisors something uncommon: direct access to the portfolio manager, complimentary portfolio reviews, and webinars that help build practices. It’s a fund—and a partnership.
The John Hancock Disciplined Value Select ETF (JDVL) and Disciplined Value International Select ETF (JDVI) apply a probability-based framework to large-cap value investing, targeting companies exhibiting attractive valuations, strong fundamentals, and improving business momentum. Launched by Manulife John Hancock in partnership with Boston Partners, the funds bring years of mutual fund track record into a concentrated ETF format. Learn how the three-factor approach aims to deliver consistent performance across market cycles without relying on forecasting or informational advantages.
Pacer Financial’s exclusive partnership with Save introduces a cash management platform that links FDIC-insured savings accounts to ETF performance. The solution seeks to address three persistent challenges: generating returns in a declining-rate environment, maintaining daily liquidity, and creating compensation for advisors managing client cash. Sean O’Hara explains how the platform works, why the timing matters, and how advisors can use the accounts to uncover held-away assets.
Client requests for gold exposure often force advisors into uncomfortable portfolio compromises. WisdomTree Global CIO Jeremy Schwartz discusses how the firm’s GDE and GDMN funds use capital-efficient structures to layer gold futures onto equity positions, seeking to deliver comprehensive exposure without requiring advisors to liquidate existing holdings. The approach seeks to address a persistent challenge in portfolio construction.
Allianz Investment Management launches the AllianzIM U.S. Equity Buffer100 Protection ETF (AIOO), seeking complete downside protection with S&P 500 upside participation through quarterly resets. Unlike traditional buffered products, AIOO aims for “true zero” returns in down markets while capturing equity gains via participation rates. Designed for risk-averse investors, the ETF provides capital preservation with growth potential through shorter three-month outcome periods and transparent, liquid access to protected equity exposure.
Discover how WisdomTree’s strategic barbell approach combines ultra-short-duration floating-rate notes (USFR) with enhanced core bond exposure (AGGY) to help advisors navigate today’s normalized interest rate environment. This tactical framework aims to capture meaningful yield opportunities while actively managing duration risk—offering portfolio simplicity with just two tickers. Learn how floating-rate Treasuries may provide a yield cushion above traditional bills and why reweighting traditional bond indices can enhance income potential without adding leverage or emerging-market exposure.
The John Hancock High Yield ETF (JHHY) from Manulife John Hancock Investments breaks traditional active vs. passive trade-offs with a dual approach: expressing sector views through liquid bonds while targeting opportunistic credit plays. Subadvisor Marathon Asset Management’s 20+ years of sector expertise drives monthly rebalancing, aiming for full high yield returns with benchmarked risk characteristics and low tracking error.
