Aptus Behavioral Momentum ETF
BEMO
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Jun 10, 2008
- Similar Companies
- Business
- Aptus Behavioral Momentum ETF (BEMO) operates as an actively managed exchange-traded fund that previously tracked the Aptus Behavioral Momentum Index, employing a risk-on/risk-off strategy to toggle exposure between U.S. equities screened for momentum properties and intermediate U.S. Treasury bonds during varying market environments; prior to November 8, 2019, it functioned in this capacity before converting to an actively managed approach under the ticker ADME, now known as the Aptus Drawdown Managed Equity ETF, which selects 50 to 60 large-cap U.S. stocks exhibiting positive fundamental, yield, growth, value, and momentum characteristics, combined with downside hedges such as broad market put options, VIX call options, or related ETFs to limit exposure to equity declines. The fund, issued by ETF Series Solutions and advised by Aptus Capital Advisors LLC—a registered investment advisor founded in 2013 and headquartered in Fairhope, Alabama—trades primarily on the Cboe BZX Exchange with a net expense ratio of 0.79%, distributing qualified dividends quarterly and targeting capital appreciation with drawdown risk management for individual and institutional investors focused on U.S. equity markets. Launched on June 8, 2016, it maintains concentrated exposure across sectors like technology, financial services, healthcare, and consumer cyclical, with top holdings including Microsoft Corp., NVIDIA Corp., Apple Inc., Alphabet Inc., and Amazon.com Inc. as of December 2025. Recent developments at the issuer level include Aptus Capital Advisors expanding its options-based ETF lineup in October 2025 with a quarterly series of low-cost Buffered ETFs (tickers: JANB, APRB, JULB, OCTB), each providing a 15% downside buffer at a 0.25% expense ratio to enhance investor upside capture and tax efficiency, complementing established products like the Aptus Defined Risk ETF (DRSK) and Aptus Collared Investment Opportunity ETF (ACIO) amid assets under management surpassing $5.5 billion as of September 30, 2025; the firm, managing over $11.3 billion in total AUM as of June 30, 2025, continues emphasizing behavioral finance and risk-mitigated strategies without reported acquisitions, funding rounds, or name changes specific to BEMO/ADME in the last two years.