Spotlight Podcast

Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!

November 07, 2023 Ronald DeLegge
Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!
Spotlight Podcast
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Spotlight Podcast
Using ETFs as Single Stock Substitutes + Reduce the 2023 Tax Bite NOW!
Nov 07, 2023
Ronald DeLegge

In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.

Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. 

*ETF tickers mentioned in this episode*
Alerian Energy Infrastructure ETF (ENFR)
Alerian MLP ETF (AMLP)
ALPS O’Shares U.S. Quality Dividend ETF (OUSA)
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
ALPS International Sector Dividend Dogs ETF (IDOG)
ALPS Active REIT ETF (REIT)
ALPS Sector Dividend Dogs ETF (SDOG)
Energy Select Sector SPDR Fund (XLE)

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*To learn more about SS&C ALPS Advisors visit*
http://www.alpsfunds.com 

Show Notes

In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.

Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. 

*ETF tickers mentioned in this episode*
Alerian Energy Infrastructure ETF (ENFR)
Alerian MLP ETF (AMLP)
ALPS O’Shares U.S. Quality Dividend ETF (OUSA)
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
ALPS International Sector Dividend Dogs ETF (IDOG)
ALPS Active REIT ETF (REIT)
ALPS Sector Dividend Dogs ETF (SDOG)
Energy Select Sector SPDR Fund (XLE)

*********
*To learn more about SS&C ALPS Advisors visit*
http://www.alpsfunds.com