Liquid Strategies

Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios via SMA, ETF, and interval funds.

[Liquid Strategies @LS_funds]

Important information: https://t.co/3c6b1y0KTY

[Liquid Strategies @LS_funds]

Covered call strategies can generate attractive income.

But over time, systematically capping upside participation while still participating in much of the market's downside may come with long-term tradeoffs worth understanding.

Our latest piece explores the tradeoffs embedded within option income strategies and how put spread overlays seek to approach income generation differently.

Read more: https://t.co/2MCgrxQnGI

Investing involves risk, including possible loss of principal.
Options strategies involve risks and may not perform as intended in all market environments.

[Liquid Strategies @LS_funds]

We’re spotlighting the people behind Liquid Strategies and the experiences that shape who they are — both professionally and personally.

For Adam Stewart, a passion for investing started early after reading The Intelligent Investor by Ben Graham — a moment that ultimately led him to change his studies from engineering to finance. More than two decades later, Adam continues to bring thoughtful leadership and market experience to his role as Co-Founder and Portfolio Manager at Liquid Strategies.

When he’s not working, Adam enjoys spending time in the Florida Keys, fishing, relaxing at the beach with his wife of more than 27 years, and hanging out with their two dogs.

[Liquid Strategies @LS_funds]

Learn more and see important information: https://t.co/yrkc19AmPu

[Liquid Strategies @LS_funds]

Portfolio construction matters in private credit.

The Niagara Income Opportunities Fund ($NAGRX) is built around three pillars of risk management: diversification, credit management, and liquidity management — creating a framework for risk-aware private credit exposure.

To learn more and see important information, check out this thread.

[Liquid Strategies @LS_funds]

Prospectus: https://t.co/dRt8ag5M81

[Liquid Strategies @LS_funds]

Passive foreign equities + risk managed put spread selling overlay, all in one ETF.

Learn more about the Overlay Shares Foreign Equity ETF ($OVF).

For standardized performance and a link to the prospectus, see this thread.

*Distributions are not guaranteed and may include return of capital. Distribution rates are not a measure of performance. The Distribution Rate is the annual return an investor would receive if the most recently declared distribution remained the same going forward, that may include option income, dividend and possibly some return of capital. The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV. The Distribution Rate represents a single distribution from the ETF and does not represent its total return.

SEC Yield: 2.43%**
**The 30-Day SEC Yield represents net investment income, which excludes option income, earned by the ETF over the 30-Day period, expressed as an annual percentage rate based on such ETF’s share price at the end of the 30-Day period. Distributions are not guaranteed

[Liquid Strategies @LS_funds]

For standardized performance https://t.co/mGtOgpRT9Z

[Liquid Strategies @LS_funds]

We’re spotlighting the people behind Liquid Strategies and the experiences that shape who they are — both professionally and personally.

Shawn Gibson is the Co-Founder of Liquid Strategies and Lead Portfolio Manager. With more than 25 years of experience in options trading and portfolio management, Shawn brings extensive industry experience and leadership to the firm.

Outside the office, you’ll likely find him planning his next hiking adventure, cooking for family and friends, or cheering on the Hoosiers and Colts!

[Liquid Strategies @LS_funds]

May 2026 Monthly Distribution Information for Overlay Shares ETFs.

Distributions may include return of capital. Past distributions are not indicative of future results. Final tax characterization will be determined after year-end. Investing involves risk, including possible loss of principal.

[Liquid Strategies @LS_funds]

Review the fund prospectus for additional information: https://t.co/CL4whoFpuS

[Liquid Strategies @LS_funds]

In search of new income opportunities?

Explore how putwrite ETFs seek to enhance yield using a disciplined options strategy: https://t.co/IAyQNsm3A4

Investing in options and option-based ETFs involves risk, including the potential for loss of principal. These ETFs may use derivatives and complex strategies that can behave differently than traditional ETFs. Review the fund prospectus for additional information.

[Liquid Strategies @LS_funds]

Important information: https://t.co/3c6b1y0KTY

[Liquid Strategies @LS_funds]

https://t.co/Eoe51sfXKd

[Liquid Strategies @LS_funds]

Looking for monthly distributions across multiple asset classes?

Overlay Shares offers a lineup of 6 ETFs designed for income-focused investors.

Explore the full suite with the link in this thread.

Distributions are not guaranteed and may include return of capital. Distribution rates are not a measure of performance.