Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, providing various market risk indicators and strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]

Group 1 - Aptus Collared Investment Opportunity ETF (BATS: ACIO) is an active option strategy ETF launched on July 9, 2019, aimed at generating current income and capital appreciation [1] - ACIO has a trailing 12-month yield of 0.43% and an expense ratio, although the specific expense ratio is not provided [1] - The ETF is managed by Fred Piard, PhD, who has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - Fred Piard runs the investing group Quantitative Risk & Value, which focuses on quality dividend stocks and companies leading in tech innovation [1] - The group also provides market risk indicators, real estate strategies, bond strategies, and income strategies in closed-end funds [1]

Group 1 - The Invesco QQQ Income Advantage ETF (NASDAQ: QQA) is an actively managed fund launched on July 17, 2024, focusing on derivative income [1] - QQA offers a 12-month distribution yield of 8.63% and has an expense ratio that is not specified in the document [1] - The fund is managed by Fred Piard, who has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1]