The week ended August 14 saw readers on ETF Database and ETF Trends turn mainly to stories focused on thematic ETFs, all of which involved ETFs addressing concerns that are top of mind for investors at the moment.
Given that the conflict in Iran has been going on for well over five months at this point, advisors and investors are likely getting used to its economic impacts. Of course, one of the primary pressure points for the global economy has been how the Strait of Hormuz has affected gas prices.
Oil markets have entered a period of heightened volatility. Geopolitical tensions, shifting supply expectations, and uncertain demand forecasts continue to weigh on investor sentiment.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Deven Mouton CAP Partners, LLC | 23,025 | $687,882.81 | $782,619.75 | $94,736.94 | 13.77% |
Heather Scully NWF Advisory Services Inc. | 17,320 | $559,260.44 | $588,706.8 | $29,446.36 | 5.27% |
| ARCA Exchange | US Country |
The fund is designed to provide investors with exposure to global companies engaged in the natural resources and commodities industries. With a focus on dividend-paying equity securities, it aims to capture the growth and income potential of sectors such as energy, chemicals, agriculture, metals & mining, paper products, and timber. The investment strategy involves allocating at least 80% of its net assets to the securities contained within its targeted index, a gross total return index that reflects the performance of its chosen sectors. As a non-diversified fund, it may hold larger positions in fewer stocks, which can increase the impact of a single investment on its overall performance.
Focuses on companies in industries like energy, chemicals, agriculture, and various sectors of metal & mining, providing investors with wide-ranging exposure to the global commodities market.
Targets securities that offer dividends, aiming to provide a steady income stream to investors in addition to capital appreciation opportunities.
Invests in securities that comprise its benchmark index, which is designed to capture the gross total return of dividend-paying equity securities in relevant commodity-related sectors.
Operates with a non-diversified status, allowing for potentially greater returns from its concentrated investments but also carrying a higher risk due to less diversification.