Alpha Architect US Equity 2 ETF (AAEQ)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
AAEQ Chart
Alpha Architect US Equity 2 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 32,817 | $1.62M | $1.77M | $150,046.3 | 9.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,501 | $419,355 | $456,004.69 | $36,649.69 | 8.74% |
| FCI Family CFO Inc Family CFO Inc | 19,852 | $979,299.16 | $1.07M | $89,740.97 | 9.16% |
 Daniel Guy Ethos Financial Group LLC | 100,455 | $4.96M | $5.39M | $434,202.75 | 8.76% |
 Mark Meredith Meredith Wealth Planning | 81,272 | $4.01M | $4.36M | $351,266.8 | 8.76% |
Alpha Architect US Equity 2 ETF (AAEQ) FAQ
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Alpha Architect US Equity 2 ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
AAEQ is a secondary broad US equity fund offered by its issuer. This fund, similar to its predecessor, was launched through a 351 exchange, enabling initial investors to trade their taxable holdings for shares that provide broad-based US equity exposure. The fund's portfolio can comprise individual stocks or exchange-traded funds (ETFs) and employs a diverse array of investment strategies including hedged, buffered, long/short, and options-based approaches. A noteworthy feature of AAEQ is its innovative secondary strategy focused on systematic dividend timing. This strategy allows for the replacement of holdings with expected dividends prior to their record dates, potentially capitalizing on pricing imbalances and aiming to reduce taxable income. However, this tactic could lead to lower yields and increased trading costs. Additionally, the fund may utilize option contracts to enhance equity exposure efficiently. The investment universe for AAEQ is reviewed on an annual basis, and active trading could result in elevated transaction costs.
Products and Services
- Broad-Based US Equity Fund
This fund offers a diversified portfolio of US equities, allowing investors to gain exposure to a wide range of stocks across different sectors. The fund's structure supports both individual stocks and ETFs, facilitating varied investment strategies.
- Systematic Dividend Timing Strategy
The fund employs a unique approach to dividend timing, enabling adjustments to holdings that are anticipated to pay dividends. By replacing these holdings before the record date, the fund seeks to take advantage of pricing discrepancies while potentially lowering taxable income for investors.
- Diverse Investment Strategies
AAEQ utilizes various investment strategies, including hedged, buffered, long/short, and options strategies, to enhance overall performance and manage risk effectively. This diversity helps in optimizing returns while addressing the fluctuating market conditions.
- Annual Investment Universe Review
The fund's investment universe is evaluated annually, ensuring that the portfolio remains aligned with market conditions and investment opportunities. This regular review helps maintain an up-to-date and responsive investment strategy.
- Active Trading Management
With a focus on frequent trading, AAEQ aims to leverage short-term opportunities in the market. However, it's important for investors to be aware that this may lead to higher transaction costs, impacting overall investment returns.
- Supplemental Option Contracts
The fund may utilize option contracts to enhance equity exposure. This efficient use of options can provide investors with additional avenues for growth while managing risk in their overall investment strategy.
