Lower Cost + Higher Caps = Better Buffer ETFs – Aptus Capital Advisors – 2.5.26

Aptus Capital Advisors - Upcoming - Lower Cost + Higher Caps = Better Buffer ETFs

Overview:
Title: Lower Cost + Higher Caps = Better Buffer ETFs
Date: Thursday, February 5, 2026
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Asset allocation is shown to drive as much as 90% of investment outcomes. We look forward to sharing our views on how low-cost buffered ETFs can immediately help clients:

  • Own more stocks
  • Own less bonds
  • Keep risk neutral

Buffered ETFs are part of a growing use of options-based funds by advisors. Join us on Feb 5 to see our unique way of putting fund fee savings to work for better outcomes.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
JD Gardner, CFA, CMT JD Gardner, CFA, CMT Founder and Chief Investment Officer Aptus Capital Advisors

JD holds an undergrad degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, he saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.
Brad Rapking, CFA Brad Rapking, CFA Portfolio Manager and Equity Analyst Aptus Capital Advisors

Brad Rapking is responsible for equity research, portfolio reviews, and assisting in fund trading and operations. He helps deliver in-depth analysis to advisor target exposures, fund due diligence and other client service needs.

Prior to joining Aptus, Brad was a Research Analyst at Driehaus Capital and a Research Analyst and Equity Trader at Opus Capital Management, working on their Value Equities team. Brad brings experience in institutional value equity research, trading, and operations. Brad graduated from Xavier University with a BSBA in Finance. Brad is a CFA Charterholder and a member of the CFA Institute and CFA Society of Alabama.

Buffered funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. Each Fund’s offering documents set forth their respective investment strategies, guidelines, and restrictions. Prospective investors should review these documents carefully before making any investment in the Funds.

The Funds are distributed by Quasar Distributors LLC, which is not affiliated with Aptus Capital Advisors, LLC.


Please carefully consider the funds objectives, risks, charges, and expenses before investing. The statutory or summary prospectus contains this and other important information about the investment company. For more information, or a copy of the full or summary prospectus, visit www.aptusetfs.com, or call (251) 517-7198. Read carefully before investing.

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.