STF Tactical Growth & Income ETF (SEPQ) is a U.S.-listed exchange-traded fund that seeks to deliver a blend of growth and income by investing primarily in a diversified portfolio of U.S. and global equities and income-producing assets. The fund targets companies with potential for capital appreciation and compelling dividend or income characteristics, employing a rules-based, momentum- and quality-focused methodology to select securities across market capitalizations and sectors. The investment objective emphasizes long-term total return with an emphasis on risk-adjusted income generation.
Main Products and Services: SEPQ as a tactical growth and income ETF offering exposure to equity securities and related income-generating instruments; fund management and related administrative services; ETF trust custody, administration, and fund accounting; securities lending where applicable; distribution services including quarterly income distributions and reinvestment options for shareholders; ancillary services such as performance reporting and investor communications.
Industry and business segments: exchange-traded funds; investment management; index-based and rules-based security selection; factor-driven equity exposure; income-focused equity strategies.
Target markets and customer types: institutional and retail investors seeking diversified growth alongside income, including pension plans, endowments, foundations, advisors, and individual investors.
Geographic operations: globally oriented investment mandate with exposure to U.S. and international equities and income-producing assets, with domiciled listing and trading in the United States.
Founding year and headquarters: SEPQ is managed within the framework of STF Tactical Growth & Income strategies; the fund relies on the sponsor’s or advisor’s established capabilities in ETF creation and management, with operations centered in the sponsor’s or adviser’s headquarters in the United States.
Subsidiaries or parent company relationships: ETF is part of STF’s lineup of tactical growth and income products; root relationships with affiliated fund complexes and sponsor entities that provide fund management, distribution, and administrative support.