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ETF Series Solutions - Aptus Large Cap Upside ETF

ETF Series Solutions – Aptus Large Cap Upside ETF is an exchange-traded fund balanced mutual fund launched by ETF Series Solutions. The fund is managed by Aptus Capital Advisors. It invests in the public equity and fixed income markets of the United States. For its equity portion, the fund seeks to invest in stocks of companies operating across diversified sectors. The fund invests in active-style stocks of large-cap companies within the market capitalization range of the S&P 500 Index. For its fixed income portion, the fund invests in investment-grade U.S. Treasury securities and total return swaps with high-quality counterparties that are rated investment grade by S&P. The fund invests in securities with varying maturities. The fund employs systematic analysis using both bottom-up and top-down approaches to create its portfolio. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. The fund employs quantitative and fundamentals-based research to create its portfolio. ETF Series Solutions – Aptus Large Cap Upside ETF was formed on November 20, 2024 and is domiciled in the United States.

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