ABUF – Aptus Laddered Buffer ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund will invest substantially all of its assets in the Underlying ETFs, which seek to provide investors with returns that match the share price performance of SPY up to a pre-determined upside cap, before fees and expenses, while providing a buffer against the first 15% of SPY losses, before fees and expenses, over a defined twelve-month period.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ABUF	Aptus Laddered Buffer ETF	ETF	Open	—	—	Mar 31, 2026	$9.77M	0.300%	—	—	—

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