AAAA
Amplius Aggressive Asset Allocation ETF·CBOE
--
--(--)
--
--(--)
Key Stats
Assets Under Management
248.55MUSD
Fund Flows (1Y)
77.13MUSD
Dividend Yield
0.77%
Discount/Premium to NAV
0.13%
Shares Outstanding
9.00M
Expense Ratio
0.49%
About Amplius Aggressive Asset Allocation ETF
Issuer
Empowered Funds, LLC
Brand
Amplius
Home Page
Inception Date
Jul 15, 2025
Structure
Open-Ended Fund
Index Tracked
--
Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Empowered Funds LLC
Distributor
Quasar Distributors LLC
AAAA is designed for investors seeking capital appreciation through a tax-efficient, growth-oriented core holding that offers broad diversification with less volatility than traditional all-equity strategies. Grounded in the belief that long-term success depends on an investor's ability to stay the course, the fund incorporates volatility-limiting features to help deliver strong capital appreciation with a smoother, more durable investment experience.
Classification
Asset Class
Asset Allocation
Category
Asset Allocation
Focus
Target Risk
Niche
Aggressive
Strategy
Active
Geography
--
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
31.96%
Financial Services
16.15%
Consumer Cyclical
10.27%
Communication Services
10.05%
Healthcare
8.69%
Industrials
8.69%
Consumer Defensive
5.09%
Basic Materials
2.94%
Energy
2.89%
Technology
31.96%
Financial Services
16.15%
Consumer Cyclical
10.27%
Communication Services
10.05%
Healthcare
8.69%
Industrials
8.69%
Consumer Defensive
5.09%
Basic Materials
2.94%
Energy
2.89%
Show more
Asset
Holdings
Symbol
Ratio
IOO
iShares Global 100 ETF
13.78%
OEF
iShares S&P 100 ETF
10.35%
QQQ
Invesco QQQ Trust
10.12%
STIP
iShares 0-5 Year TIPS Bond ETF
8.98%
SGOV
iShares 0-3 Month Treasury Bond ETF
8.95%
IEFA
iShares Core MSCI EAFE ETF
7.41%
Symbol
Ratio
IEMG
iShares Core MSCI Emerging Markets ETF
7.34%
IJH
iShares Core S&P Mid-Cap ETF
5.45%
IJR
iShares Core S&P Small-Cap ETF
5.44%
VT
Vanguard Total World Stock ETF
3.24%
Top 10 Weight 81.06%
10 Total Holdings
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Community Forum
Loading...
Related News
No articles available
You can ask Aime
No Data
