ALPS Nautilus SMR, Nuclear & Technology ETF(AMEX:SMRF)

SMRF seeks income and capital appreciation by investing in companies involved in the nuclear and small modular reactor (SMR) value chain, as well as leading artificial intelligence (AI) companies. The actively managed portfolio consists of equities included in its benchmark index and employing covered and naked call-and-put strategies. This approach aims to capture most of the index returns while providing monthly distributions by converting a portion of potential upside into current income. However, this also limits participation in potential gains when the value of investments increases. The benchmark index prioritizes pure-play companies of any market capitalization from around the world, with AI companies capped at 25%. The fund may invest in firms not included in the benchmark to emphasize more strategic or long-term opportunities, as well as undervalued securities. The fund may invest without limitation in derivatives (options, futures contracts, or swap agreements).