June 2025 Aptus Compounders Trade Rationale

May 2025 Rebalance Rationale

In this rebalance, we’re tackling a challenge that has become especially acute in recent months: insufficient return potential in bonds. While credit spreads are meant to compensate investors above the risk-free rate of Treasuries, the current compensation is even...
June 2025 Aptus Compounders Trade Rationale

November 2024 Rebalance Rationale

Our primary objective is to compound capital efficiently for long-term growth. In this rebalance, which applies exclusively to our Growth and Aggressive Growth models, we are introducing the Aptus Large Cap Equity Upside ETF (UPSD) to enhance equity exposure. UPSD...