Collateralized loan obligations (CLOs) are pools of corporate loans from medium and large businesses. Investing in a CLO exchange-traded fund means you get access to several -- in CLOA's case, 355 -- CLOs that you can buy and sell like you would a share of a company's stock.iShares AAA CLO Active ETF (CLOA) provides institutional and retail investors with access to a portfolio of high-quality, AAA-rated CLO securities. The fund leverages BlackRock 's expertise in credit markets to actively select and manage ...

A comfortable retirement is not as elusive as you think. With time, discipline, and the right ETF, it's well within reach.A lot of people like to search for the next big home-run stock to help reach their investing goals. In reality, long-term wealth creation is more likely to be successful if it comes from discipline, consistency, and a regular investing pattern.If you invest regularly in an individual retirement account (IRA) or a workplace retirement plan, such as a 401(k), earn a reasonable rate of retu ...

On CNBC's “Halftime Report Final Trades,” Kevin Simpson, founder of Capital Wealth Planning, said SLB N.V. (NYSE:SLB) is best-in-class with strong international exposure and the technology edge that’s driving margins higher.Lending support to his choice, Susquehanna analyst Bascome Majors, on Jan. 7, maintained SLB with a positive rating. He also raised the price target from $42 to $52.Don't forget to check out our premarket coverage hereJim Lebenthal, partner at Cerity Partners, said Delta Air Lines, Inc. ...

After two years of strong inflows, AI-focused exchange-traded funds (ETFs) are entering a tougher phase. Broad exposure that once amplified gains is now leaving investors concentrated in a small group of dominant tech stocks.Jack Fu, chief executive of Draco Evolution, says many AI ETFs are still built for excitement, not durability. “A lot of investors think they're buying diversified AI exposure,” Fu told Benzinga. But in many cases, they’re buying the same few big tech stocks in different wrappers, he ex ...

Benjamin Edwards Inc. grew its position in shares of Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) by 64.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 125,647 shares of the company’s stock after purchasing an additional 49,355 shares during the period. Benjamin Edwards Inc. owned approximately 0.10% of Capital Group Core Bond ETF worth $3,340,000 as of its most recent SEC filing. Get Capital ...

Core Insights - Building a portfolio worth $1 million is achievable through periodic investments rather than a large initial sum, leveraging the power of compounding [1] - Investing in the S&P 500 index can be a reliable method for long-term wealth growth, with an average annual return of 10% [4][8] Investment Strategy - The S&P 500 has historically provided a return that allows investments to double approximately every seven years, making it an attractive option for investors [4][8] - Exchange-traded funds (ETFs) like the SPDR S&P 500 ETF (NYSEMKT: SPY) offer a low-cost way to track the S&P 500, with an expense ratio of just 0.09% [5] Future Considerations - While the S&P 500 has shown a consistent growth rate, future returns are uncertain, and estimating the growth rate is challenging [6][7] - The growth rate significantly impacts long-term gains, making it difficult to determine the exact annual investment needed to reach a $1 million portfolio [7]

The iShares Russell Top 200 Value ETF ( IWX ) is a passively managed exchange-traded fund (also known as an ETF) that invests in large-cap American-listed stocks. The point of this ETF isWith over three years of finance and consulting experience, Nikola is laser focused on finding value in North American public equities and ETF's. His professional experience includes corporate credit risk analysis, consulting for government entities, and venture capital analysis in the med-tech space. More recently, Nikola ...

Core Insights - Wealth Enhancement Advisory Services has strategically increased its position in the VictoryShares US Small Mid Cap Value Momentum ETF (USVM), indicating a focused approach to accessing small- and mid-cap stocks while managing volatility [2][10]. Fund Positioning - The firm acquired an additional 618,272 shares of USVM, raising its total position to 1.125% of its 13F Assets Under Management (AUM) as of December 31, 2025 [2][3]. - As of January 7, 2026, USVM shares were priced at $93.81, reflecting a 13.52% increase over the past year, although it underperformed the S&P 500 by 2.96 percentage points [3][4]. ETF Overview - The USVM ETF has an AUM of $1.18 billion and a dividend yield of 1.84% as of January 8, 2026 [4]. - The ETF aims to capture the performance of U.S. small- and mid-cap equities that exhibit strong value and momentum characteristics [5][6]. Investment Strategy - USVM employs a systematic, index-based approach to provide diversified exposure while aiming to reduce volatility compared to traditional cap-weighted strategies [6][11]. - The fund focuses on U.S. small- and mid-cap equities with high value and momentum factors, seeking lower volatility and moderate turnover relative to traditional indexes [7][11]. Implications for Investors - The transaction reflects a long-term investment strategy rather than a short-term trade, emphasizing careful risk management in accessing smaller U.S. companies [10][12]. - USVM is positioned to perform well during market shifts, with its performance relative to small-cap benchmarks being crucial during market drawdowns and recoveries [12].

Core Insights - The Invesco QQQ Trust ETF has become one of the best-performing ETFs globally, with over $400 billion in assets under management since its launch in 1999 [1][6] - The Nasdaq-100 index, which the ETF is based on, is highly concentrated, with its top five holdings (Nvidia, Apple, Microsoft, Amazon, and Tesla) making up approximately one-third of the portfolio [2] - Despite experiencing an 80% drawdown during the tech bubble in the early 2000s, the Invesco QQQ ETF has delivered a total return of 1,340% since inception, translating to an average annual return of 10.4% [3] Performance Analysis - A $1,000 investment at the fund's launch would be worth about $14,190 today, showcasing the long-term growth potential of the ETF [3] - If invested at the bottom of the recession on October 9, 2002, that same $1,000 would have grown by over 3,613%, indicating the significant recovery and growth post-bear market [3] Investment Considerations - Current recommendations from analysts suggest that there are 10 stocks considered better investment opportunities than the Invesco QQQ Trust, which may yield higher returns in the coming years [4] - Historical examples of stock recommendations, such as Netflix and Nvidia, demonstrate the potential for substantial returns compared to the performance of the Invesco QQQ Trust [5]

Core Viewpoint - The Goldman Sachs Nasdaq-100 Premium Income ETF aims to enhance income by tracking leading U.S. tech and growth stocks through a systematic premium income strategy [6][10]. Group 1: Recent Transactions - Significant Wealth Partners LLC disclosed a new position in the Goldman Sachs Nasdaq-100 Premium Income ETF, acquiring 104,960 shares valued at approximately $5.55 million based on quarterly average pricing [2][3]. - This new position represents 6.2% of the fund's reportable assets under management following the filing [3][11]. Group 2: ETF Overview - The ETF has assets under management (AUM) of $2.7 billion and a current share price of $53.08, reflecting a 7% increase over the past year [4][10]. - The fund offers a yield of 9.8% and has achieved a 1-year total return of 17.6% [4]. Group 3: Investment Strategy - The ETF employs a rules-based approach to invest in Nasdaq-100 equities, aiming to generate elevated income through a systematic premium income strategy [6][9]. - The portfolio consists of 109 stocks that mirror the Nasdaq-100, while also selling call options to generate premium income [10]. Group 4: Performance Metrics - Since its inception in late 2023, the fund has delivered cumulative returns of approximately 63% at NAV, although it has underperformed the Nasdaq 100, which is up 75% during the same period [10]. - The net expense ratio of the fund is 0.29%, which is considered low for an actively managed options-based ETF [10].