Dividend Stockpile

TDAQ JUST MADE A BIG CHANGE!TappAlpha has made a significant change to its TDAQ ETF.In this interview, I’m joined by Si Katara from TappAlpha to break down what changed, why they made the move, and what it means for TDAQ investors.We discuss:- The investment thesis behind TDAQ and what it aims to deliver for income investors- The big change to TDAQ’s portfolio structure- What the new portfolio looks like- How often the holdings change and whether TDAQ still replicates its target index- Whether the new structure affects the options strategy or income potential- The bigg...

VGTX LAUNCHES OCTOBER 9, 2026!Can you generate income from the technology sector without simply giving up all of the upside potential that makes tech stocks so attractive?In this interview, I’m joined by David Nicholas from XFunds to break down their brand-new XFUNDS Technology Income ETF (VGTX), launching on October 9, 2026.VGTX combines exposure to the technology sector with an options income strategy designed to generate additional income while maintaining participation in the long-term growth potential of technology companies.

Can silver miners and options income create an attractive combination for income investors?In this episode of Dividend Stockpile, I’m joined by Christian Magoon, CEO of Amplify ETFs, to discuss the Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) and its unique approach to combining exposure to junior silver miners with an options income strategy.SLJY gives investors exposure to the junior silver mining space while using an options overlay designed to generate additional income. We discuss:- Why Amplify launched SLJY and the investment thesis behind the ETF- Why junior silver miners can be an attractive way to...

KSLV Turns One! 🎉 How Has This Silver Enhanced Income ETF Performed During Its First Year?Silver has attracted investor attention for its industrial applications, growing demand from AI and technology, and its potential role as a store of value. But can silver also be an effective source of income?In this episode of Dividend Stockpile, I’m joined by Howard Chan, CEO of Kurv Investments, to celebrate the one-year anniversary of the KSLV ETF - the Kurv Silver Enhanced Income ETF and take a closer look at its investment strategy, performance, and outlook.We discuss:- The original investment thesis behin...

Autocallable ETFs are a relatively new way to generate income, but how do they actually work, and what risks should investors understand?In this episode of Dividend Stockpile, I’m joined by Simeon Hyman, Global Investment Strategist at ProShares, to discuss their three new autocallable ETFs: ACSP, ACQQ, and ACRT. We break down how these strategies work, how they generate income, and how they may fit into an income-focused portfolio.We discuss:* What autocallable ETFs are and how they work* Why ProShares launched ACSP, ACQQ, and ACRT* The key differences between the three ETFs* How coupons are generated and how co...

What if dividend growth—not just a high dividend yield—could be one of the most important indicators of business quality?In this episode of Dividend Stockpile, I’m joined by Ryan Krueger, CEO of Freedom Day Solutions, to discuss the MBOX ETF - the Freedom Day Dividend ETF, and how it uses a dividend growth investing strategy to identify high-quality companies with the potential for sustainable income and long-term capital appreciation.We discuss:* Why Ryan believes dividend growth is an important indicator of business quality* How MBOX identifies and selects dividend growth stocks* What makes a dividend sustainable and how to...

Mortgage REITs can offer attractive income, but how do they actually work—and what risks should income investors understand?I’m joined by Smriti Popenoe, Co-CEO and President of Dynex Capital (Ticker: DX) to take a deep dive into mortgage REIT investing and how Dynex approaches the market.Dynex Capital is a mortgage REIT focused primarily on Agency mortgage-backed securities (MBS), which have different characteristics and risks than the properties owned by traditional equity REITs.In this interview, we cover:• How mortgage REITs work and how they differ from equity REITs• Why Agency MBS can be attractive from a risk-adjusted return p...

What if you could own the 30 companies in the Dow Jones Industrial Average and use a covered-call strategy to potentially generate additional income?That’s the idea behind the Global X DJIA Covered Call ETF (DJIA).In this interview, I’m joined by Chandler Nichols and Pedro Palandrani from Global X to break down how DJIA works, why Global X chose the Dow as the underlying portfolio, and how the covered-call strategy can potentially turn blue-chip exposure into an income-generating investment.We discuss:• Why use the Dow Jones Industrial Average as the underlying index• How DJIA differs from other covered-call ETFs• Th...

What can one year of real-world results tell us about a high-income ETF?NIHI, the NEOS MSCI EAFE High Income ETF, has now been operating for one year, giving income investors a chance to look beyond the backtest and see how the strategy has actually performed.To break down NIHI’s first year, I’m joined by Troy Cates from NEOS Investments to discuss the strategy, international diversification, total returns, distributions, taxes, risk, and what investors can learn from the ETF’s first year in the real world.In this interview, we cover:• The original investment thesis behind NIHI and the prob...

Want to start dividend investing but don't know where to begin? Or maybe you already have a portfolio and want to transition toward dividend income without creating a massive tax bill?That's exactly what we're tackling in this episode of the Dividend Stockpile.I'm joined by Jenny Harrington, CEO and Portfolio Manager at Gilman Hill Asset Management, where she manages the firm's Equity Income Strategy. Jenny specializes in dividend income investing, making her the perfect person to help answer these questions.We walk through the process of starting or transitioning to dividend investing, from evaluating individual companies and dividend safety...

Are dividend investors heading into a perfect storm, or a golden opportunity?That’s the question we’re tackling in this episode of Dividend Stockpile.I’m joined by Jeff Weniger, Chief Investment Strategist at Corgi Invest, to take a big-picture look at the economy and markets and, more importantly, what all of it could mean for dividend and income investors.We discuss interest rates, inflation, government debt, oil and energy, the U.S. consumer, the K-shaped economy, and the potential rotation from growth and AI stocks toward value and dividend-paying companies.With fixed-income yields significantly higher than they were just a...

AI may be driving the next wave of technology growth—but all of that AI requires something very basic: power.In this episode of Dividend Stockpile, I’m joined by Parag Sanghani, Senior Vice President and Senior Portfolio Manager at Westwood ETFs, to discuss the brand new Westwood Salient Enhanced Power & Infrastructure ETF (PWRX).PWRX is designed to invest in companies positioned to benefit from accelerating power demand driven by AI, manufacturing onshoring, electrification, and next-generation technologies. But unlike a traditional energy ETF, PWRX takes a broader approach across the power and energy ecosystem while also using an options overlay and...

I’m finally revealing my entire REIT portfolio and I’m letting a REIT expert tell me what I’m doing right… and what I’m doing wrong!Welcome back to Dividend Stockpile. In this episode, I’m joined by David Auerbach from Hoya Capital, one of my favorite REIT experts, for a very different kind of portfolio review.For the first time, I’m disclosing all of my personal REIT holdings and putting them under the microscope.And I’m not just asking David to tell me what he likes. I’m asking for the good, the bad, the risks, potential c...

The ETF industry has changed dramatically, and 2026 could be an important turning point for investors.In this episode of the Dividend Stockpile Income Investor Education Series, I’m joined by Charlie LaRosa, Managing Director and Head of ETFs at Gabelli Funds, to take a step back from individual funds and look at the state of the ETF industry in 2026.We talk about some of the biggest trends shaping the ETF market right now, including the rapid growth of active ETFs, the continued popularity of passive investing, the explosion of new niche strategies, ETF launches and closures, industry consolidation, and what th...

🎉 TDAQ TURNS ONE!It’s been one year since TappAlpha launched TDAQ, and now we’re looking back at the ETF’s first year, what the team has learned, and what could be ahead.In this interview, I’m joined by Si Katara from TappAlpha ETFs to celebrate the one-year anniversary of TDAQ and take a closer look at how the strategy has performed through different market conditions.We discuss:- The story behind TDAQ's first year- What TappAlpha has learned since launch- How the ETF's income strategy has performed- TDAQ's approach to generating income while maintaining market exposure- What worked—and...

The AI boom is creating massive demand for memory and storage—but this industry has historically been one of the most cyclical areas of technology. So has AI fundamentally changed the memory and storage business, or are we simply in another cycle?In this interview, I’m joined again by Mike Khouw, Strategist at YieldMax, to discuss the brand new YieldMax® Memory and Storage Portfolio Option Income ETF (YRAM) and how YieldMax is looking to turn the volatility of this sector into an opportunity for income investors.We discuss:- Why AI could fundamentally change the memory and storage industry- The b...

Fixed income is back, and there may be more opportunity for income investors than just buying traditional bonds.In this interview, I’m joined by Jeff Klingelhofer from Aristotle Pacific Capital to discuss the current fixed income environment and the firm's new ETF lineup: ARCP, ARMS, and SDUR.Aristotle Pacific Capital has nearly 20 years of experience managing fixed income through closed-end funds, mutual funds, and separately managed accounts. Now, they're bringing their active fixed income strategies to the ETF market.We discuss why fixed income is becoming increasingly attractive for income investors, how the current interest-rate environment is affecting bond ma...

How do you actually profit from the profits of great companies?In this interview, I’m joined by David Bahnsen, Founder, Managing Partner and Chief Investment Officer of The Bahnsen Group, to discuss the philosophy behind dividend growth investing and why he believes investors should focus on the profits being generated by the businesses they own, not simply on what happens to their stock prices.David is the author of the new book Profit from the Profit: The Past, Present & Future of Dividend Growth Investing, which makes the case for dividend growth not simply as an income strategy, but as an...

Today on Dividend Stockpile, I’m joined by David Nicholas from XFunds to take a deep dive into VOOY, the brand-new income ETF launching today, 9/2/26. VOOY focuses on U.S. large-cap stocks and ETFs, but takes a very different approach to generating income by using both put spreads and call spreads rather than relying primarily on traditional covered calls.We discuss why XFunds created VOOY, how it compares with traditional large-cap ETFs like VOO, and whether investors looking for income should consider adding VOOY to their portfolios.In this interview, we cover:• What is the investment thesis behind VOOY?• How does V...

What if you could potentially earn higher income than traditional bonds while still having a significant barrier designed to provide a level of downside protection?In this interview, we take a closer look at IACL from GraniteShares, an autocallable ETF designed for investors looking for a more conservative approach to generating income. We discuss how IACL works, how its large downside barrier is designed to help protect principal and income during market declines, and why an autocallable strategy could be an interesting alternative for investors who typically turn to higher-yield bonds for income.We also discuss the trade-offs investors need...

What if you could combine dividend-paying stocks with an options strategy designed to generate additional income? That’s the idea behind the new YLDY ETF - The Horizon High Income ETF.In this interview, I’m joined by Clark Allen from Horizon to take a deep dive into YLDY and how the ETF is designed to deliver high current income while investing primarily in dividend-paying U.S. large-cap companies.We discuss how YLDY’s investment strategy works, including its use of call options on broad-based equity ETFs and indexes to generate additional income. We also explore how this approach differs from t...

What if you could combine 40+ years of investment research, long-term structural themes, and an options-income strategy into a single ETF?In this episode of Dividend Stockpile, I’m joined by Keith Fitz-Gerald to discuss his brand-new FIZY ETF — the Fitz-Gerald Must Have Portfolio® and Options Overlay ETF.Keith has spent more than four decades researching markets and identifying the long-term trends that he believes can reshape industries, companies and the global economy. FIZY brings that investment philosophy into an ETF, combining his proprietary Must Have Portfolio® framework with an options strategy designed to generate current income.In this interview, Keith explai...

What if you could get diversified exposure to Kurv’s lineup of Single Stock Enhanced Income ETFs through a single ETF while pursuing weekly income?In this episode of Dividend Stockpile, I’m joined by Howard Chan, CEO of Kurv Investments, to discuss the new Kurv Equity Option Income ETF (KEO). KEO launched on August 5, 2026, and is an actively managed fund-of-funds designed to provide current income and diversified exposure across Kurv’s enhanced-income strategies.KEO provides exposure to Kurv’s Single Stock Enhanced Income ETFs, which currently include strategies tied to companies such as Amazon, Apple, Google, Microsoft, Netflix, SpaceX and Tesl...

OWN ETF: Investing in Companies Where Insiders Have Skin in the GameWhat if you could build a portfolio around companies where corporate insiders have significant ownership stakes?In this episode of Dividend Stockpile, I’m joined by Haren Bhakta to discuss the OWN – Insider Ownership ETF and the investment philosophy behind using insider ownership as a key factor in selecting and weighting companies.Rather than simply relying on traditional market-cap weighting, OWN focuses on companies where executives, directors and other insiders have meaningful financial stakes in the businesses they help run. The idea is simple: when insiders have significant “skin in the...

NEOS INVESTMENTS IS JOINING GOLDMAN SACHS — WHAT DOES IT MEAN FOR ETF INVESTORS?Big news in the ETF industry!On August 12, 2026, NEOS Investments announced that it has agreed to join Goldman Sachs Asset Management. To get the inside story directly from NEOS, I’m joined again by Troy Cates, Co-Founder and Managing Partner of NEOS Investments, to discuss the announcement and, most importantly, what it means for investors who own or are considering NEOS ETFs.In this interview, Troy walks us through why NEOS decided to partner with Goldman Sachs, what Goldman brings to the table, and what investors should expe...

Q2 2026 REIT Earnings Are In — Are REITs Still Undervalued?What did we learn from Q2 2026 REIT earnings, and where are some of the most interesting opportunities in the REIT market right now?In this episode of Dividend Stockpile, I’m joined by David Auerbach of Hoya Capital to break down the latest REIT earnings season and discuss what the results tell us about the health of the real estate market.We look at how REIT fundamentals are holding up, which property sectors are performing best, where investors are finding attractive valuations, and which REITs David believes could be worth a clos...

Can you generate monthly income while maintaining targeted exposure to specific sectors of the stock market?In this episode of Dividend Stockpile, I’m joined by Matt Bartolini, Global Head of Research Strategists at State Street Investment Management, for an in-depth look at the State Street Select Sector SPDR Premium Income ETFs — a suite of 11 ETFs designed to provide exposure to individual sectors while using options to generate income.We discuss how these ETFs evolved from the popular State Street Select Sector SPDR Premium Income ETFs lineup, why an investor might choose targeted sector exposure instead of simply owning a broa...

What makes dividend growth investing such a powerful strategy for building long-term wealth?In this episode of the Dividend Stockpile Income Investor Education Series, I’m joined by Chris D’Agnes from Hamlin Capital Management for an in-depth discussion about the power of dividend growth investing and why investors should pay attention to the rate at which a company grows its dividend—not just its current yield.We discuss why dividend growth can create a growing income stream, how rising dividends can help investors keep pace with inflation, and why companies that consistently increase their dividends can be attractive long-term invest...

Can a focus on dividend growth outperform simply chasing the highest dividend yields?In this episode of Dividend Stockpile, I'm joined by Marc Saurborn, CEO & CIO of Dividend Assets Capital, to discuss their brand-new DVGR – 3D Dividend Growth ETF.Unlike many dividend ETFs that prioritize current yield, DVGR takes a different approach by investing in companies that have demonstrated an exceptional commitment to growing their dividends—requiring at least 10 consecutive years of 10% or greater annual dividend growth.During our conversation, we discuss:• Why dividend growth may be more important than starting yield• The philosophy behind the 3D Dividend Growth strategy• Why consis...

Can you predict tomorrow's dividend leaders instead of just buying yesterday's winners?In this episode of Dividend Stockpile, I'm joined by Christian Magoon, CEO of Amplify ETFs, to discuss the launch of the Amplify S&P 500 Dividend Drivers ETF (DRVR)—a new ETF designed to identify companies with the potential for future dividend growth, not just an impressive dividend history.Unlike many traditional dividend ETFs that rely primarily on backward-looking metrics, DRVR combines a proven history of dividend increases with forward-looking dividend growth forecasts and quality factors such as balance sheet strength and cash flow durability. The goal is to bu...

Can you generate monthly income without sacrificing as much upside as a traditional covered call ETF?In this episode of Dividend Stockpile, I'm joined by Jeff Schwarte from Simplify Asset Management to discuss the Simplify US Equity Income ETF (SPUC) and why it takes a different approach to options-based income investing.Traditional covered call ETFs have become incredibly popular for their ability to generate attractive monthly income. However, they often come with a tradeoff—limiting upside during strong bull markets while still participating in market declines.SPUC was designed with a different objective: to seek tax-efficient monthly income while providing th...

What if you could build multiple streams of passive income instead of relying on just one?In this episode of Dividend Stockpile, I'm joined by Toby Mathis, tax attorney, entrepreneur, and founder of Anderson Business Advisors, to discuss the five primary sources of passive income and how investors can use them to build long-term wealth and financial freedom.Many investors think passive income begins and ends with dividends, but there are several ways to generate recurring cash flow. In this conversation, Toby explains the advantages, risks, and tax considerations of each strategy.In this interview, we discuss:- Rental real...

Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 2 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.In this interview, we discuss:The current state of the REIT marketHow interest rates are impacting REIT valuations and performanceWhich REIT sectors look the most attractive todayAreas of t...

Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 1 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.In this interview, we discuss:The current state of the REIT marketHow interest rates are impacting REIT valuations and performanceWhich REIT sectors look the most attractive todayAreas of t...

Looking for innovative income ETF strategies beyond traditional covered call funds?In this episode of Dividend Stockpile, I'm joined by Howard Chan, CEO of Kurv Investment Management, to discuss three of Kurv's newest ETFs: LCTO, LQID, and XSHP.Each ETF was created to address a different challenge investors face today—from generating income while maintaining upside potential, to navigating fixed income markets, to managing portfolio risk.In this interview, we discuss:The investment objective behind LCTO, LQID, and XSHPWhat makes each ETF uniqueHow these strategies differ from traditional income ETFsThe role options play in each portfolioThe balance between income generation, ri...

What if your SPY and QQQ investments could generate significantly more income?In this episode of Dividend Stockpile, I'm joined by the Chandler Nichols from Global X ETFs to discuss their innovative income ETFs, EDGQ and EDGX.Designed for investors who want to stay invested in the market while generating higher levels of cash flow, EDGQ targets a 9% annual distribution using exposure to the S&P 500, while EDGX targets a 13% annual distribution using exposure to the Nasdaq-100.In this interview, we discuss:How EDGQ and EDGX seek to generate incomeWhy Global X chose 9% and 13% target distribution levelsHow these ETFs...

What if you could invest in one of the fastest-growing areas of artificial intelligence—and generate income at the same time?In this episode of Dividend Stockpile, I'm joined by David Nicholas, CEO of XFunds, to discuss their innovative DRMY ETF, an income-focused ETF that invests in companies driving the global memory semiconductor industry.As AI models become larger and more powerful, demand for high-bandwidth memory (HBM), DRAM, and NAND flash continues to accelerate. DRMY gives investors exposure to the companies supplying this critical technology while using an options-based strategy designed to generate income.In this interview, we discuss:Why me...

Could WEEL be the next must-watch income ETF?In this episode of Dividend Stockpile, I'm joined by the team from Peerless ETFs to discuss their innovative WEEL ETF and how it aims to help investors generate attractive income while pursuing long-term growth.With more investors looking beyond traditional dividend stocks and covered call ETFs, WEEL offers a fresh approach that deserves a closer look.In this interview, we discuss:What inspired the launch of the WEEL ETFHow the investment strategy worksWhere the fund generates its incomeWhat makes WEEL different from other income ETFsThe potential risks and rewards investors should understandWho...

Artificial intelligence is transforming the global economy—but AI doesn't run on software alone. It requires massive investments in power generation, data centers, fiber networks, utilities, and digital infrastructure to make it all possible.In this episode of the Dividend Stockpile, I'm joined by Rob Thummel from Tortoise Capital to discuss the TCAI ETF and why they believe the biggest AI investment opportunity may not be the AI companies themselves—but the infrastructure that powers them.During our conversation, we cover:- Why AI is creating unprecedented demand for infrastructure- The critical role of electricity, utilities, and data centers in the...

Looking for high dividend income beyond traditional REITs? In this episode of the Dividend Stockpile, I'm joined by the team from NewLake Capital Partners (NASDAQ: NLCP) to discuss one of the market's most unique real estate investment opportunities.NewLake Capital Partners is a cannabis-focused REIT that acquires and leases specialized cultivation and dispensary properties to licensed operators across the United States. During our conversation, we explore the company's business model, how it generates rental income, its approach to risk management, dividend strategy, growth opportunities, and the factors income investors should consider before investing.Topics we cover include:• What makes NewLake Ca...