TSPY & TDAQ: 2025 Tax Treatment + How to Handle A Volatile Stock Market

FEPI, AIPI, and CEPI ETFs from Rex Shares

In this exclusive interview, I sit down with Greg King, CEO of REX Shares, to break down the "Trifecta" of high-yield ETFs that have taken the income world by storm: FEPI, AIPI, and CEPI.Traditional dividend stocks are struggling to keep up with inflation in 2026, but REX Shares has found a way to extract "Premium Income" from the most volatile and highest-growth sectors of the economy. We go under the hood of their unique Individual Stock Covered Call strategy and explain how they manage to pay out double-digit yields without sacrificing all the upside.In this interview, we cover:The REX Philosophy: Why writing calls on individual stocks (like NVDA and MSTR) is superior to writing them on an index.FEPI Deep Dive: How to earn a 25%+ yield from the "Big Tech" leaders you already own.The AI Income Trade: Why AIPI focuses on the "Infrastucture" of AI to fuel its massive 40% distribution.CEPI & The Crypto Boom: How REX generates income from the volatility of MicroStrategy, Coinbase, and the mining sector.Growth + Income: How "Out-of-the-Money" calls allow these funds to participate in the 2026 bull market.Featured ETFs:$FEPI – REX FANG & Innovation Equity Premium Income ETF$AIPI – REX AI & Innovation Equity Premium Income ETF$CEPI – REX Crypto Equity Premium Income ETFAbout REX Shares:REX Shares is an innovative ETF provider specializing in institutional-grade strategies for retail investors. Led by industry veteran Greg King, the firm focuses on maximizing income through sophisticated derivatives overlays on the world's most relevant themes.#REXShares #FEPI #AIPI #CEPI #HighYield #IncomeInvesting #CoveredCalls #AIStocks #CryptoIncome #GregKing #DividendInvesting2026Disclaimer: This video is for educational purposes only and does not constitute financial advice. High-yield ETFs involve significant risk, including the loss of principal and the risks associated with derivatives and sector concentration. Please read the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Global Conflict is Ramping Up: Is GCAD the Ultimate Defense Hedge?

How does a former F/A-18 Hornet pilot view the stock market? Today, we’re joined by Lieutenant Colonel Tony Bancroft (USMCR), the Portfolio Manager behind the Gabelli Commercial Aerospace & Defense ETF (GCAD).With global tensions escalating and defense budgets reaching record highs in 2026, the Aerospace & Defense sector is on every investor’s radar. But Tony brings an edge most managers don't: he’s flown the hardware. We discuss the "Double Tailwind" driving this sector—the massive rearmament of Europe and the post-COVID commercial travel explosion—and how GCAD is positioned to capture both.In this interview, we break down:The Military Edge: How Tony’s background as a Marine Pilot influences his stock-picking process.Rearming the Globe: Why surging defense budgets in the EU and abroad are creating a multi-year growth cycle.The Commercial Boom: The "ground truth" on aerospace manufacturers like Boeing and Airbus as travel demand hits new highs.GCAD Strategy: Why this fund looks for specific cash-flow metrics and high-quality suppliers over broad index plays.Featured ETF:$GCAD – Gabelli Commercial Aerospace & Defense ETFAbout Lt. Col. Tony Bancroft:Tony Bancroft is a Portfolio Manager at Gabelli Funds and a Lieutenant Colonel in the U.S. Marine Corps Reserve. A graduate of the United States Naval Academy, Tony’s experience as an F/A-18 Hornet pilot provides a unique, first-hand understanding of the defense industry’s technology and operational needs.#DefenseStocks #Aerospace #GCAD #TonyBancroft #GabelliFunds #MilitaryInvesting #Boeing #LockheedMartin #Investing2026 #DefenseETFDisclaimer: This video is for educational purposes only and does not constitute financial advice. Aerospace and Defense stocks can be volatile and are subject to government contract risks and geopolitical shifts. Please read the GCAD prospectus carefully before investing, especially regarding the current fee waiver.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Stop Ignoring DIVO, IDVO & QDVO: The Best Income ETFs?

In this episode of Dividend Stockpile, I sit down with Kevin Simpson of Capital Wealth Planning (CWP) to discuss three of the firm’s popular income-focused ETFs: DIVO, IDVO, and QDVO.We break down how CWP partners with Amplify ETFs and dive deep into the strategies behind these actively managed option-income funds. Kevin explains what makes these ETFs different from traditional dividend ETFs and passive covered call products, why DIVO has built such a strong reputation among income investors, and how the team actively manages options to generate income while still focusing on quality stocks and long-term growth potential.We also discuss:• The core philosophy behind DIVO, IDVO, and QDVO• How CWP selects stocks for the portfolios• International dividend opportunities through IDVO• Why QDVO brings a different approach to generating income from technology and growth stocks• Common misconceptions about covered call and option-overlay strategies• How the team is positioning these ETFs for the rest of 2026 amid market volatility, inflation, and interest rate uncertaintyIf you’re interested in dividend investing, covered call ETFs, monthly income strategies, or actively managed income ETFs, this is a conversation you won’t want to miss.Subscribe to Dividend Stockpile for more interviews and discussions focused on dividend growth investing, income ETFs, closed-end funds, and retirement income strategies.#DIVO #IDVO #QDVO #DividendInvesting #CoveredCallETF #IncomeInvesting #AmplifyETFs #KevinSimpson #DividendStockpile #MonthlyIncomeIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Inside the $80 Billion Strategy: Hamilton Reiner Breaks Down JEPI & JEPQ

I’m joined by the legendary Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management and the architect behind the world’s most popular Income ETFs.Live from the Future Proof conference in Miami, we go under the hood of JEPI (JPMorgan Equity Premium Income ETF) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF). With over $79 Billion in combined assets, these funds have changed the game for retirees and income seekers. In this masterclass, we cover:- Why Hamilton prioritizes total return over "yield chasing."- How to choose between the defensive S&P 500 core of JEPI and the tech-heavy Nasdaq engine of JEPQ.- The Role of Options in the portfolio- Portfolio Construction: How JEPI and JEPQ can create a "Forever" income stream.Featured ETFs:$JEPI – JPMorgan Equity Premium Income ETF$JEPQ – JPMorgan Nasdaq Equity Premium Income ETFAbout Hamilton Reiner:Hamilton Reiner is a Managing Director at J.P. Morgan and serves as the Portfolio Manager for JEPI and JEPQ. With decades of experience in equity derivatives, he is widely considered one of the foremost experts in using options to solve the "income gap" for modern investors.#HamiltonReiner #JEPI #JEPQ #JPMorgan #IncomeInvesting #DividendStocks #CoveredCalls #Nasdaq100 #RetirementPlanning #ETFInvesting2026Disclaimer: This video is for educational purposes only and does not constitute financial advice. All investments involve risk, including the possible loss of principal. J.P. Morgan ETFs utilize derivatives, which carry specific risks. Please review the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Dividend Investors, You’re Missing Half the Income Story

In this episode of Dividend Stockpile’s Income Investors Education Series, I sit down with JoAnne Bianco from BondBloxx to discuss one of the most overlooked areas of income investing: bond ETFs.While many income investors focus heavily on dividend stocks, bonds can play an important role in generating income, reducing portfolio volatility, and helping investors navigate changing market conditions. JoAnne explains why bond ETFs have become increasingly popular, how they differ from individual bonds and bond mutual funds, and what investors should consider when building a diversified income portfolio.Topics Covered:• Why income investors should consider bond ETFs• The role bonds can play in retirement portfolios• Understanding duration, yield, and interest rate risk• How bond ETFs can help manage portfolio volatility• Current opportunities in fixed income markets• Common misconceptions about bond investing• Building a balanced income portfolio with stocks and bondsWhether you’re a dividend investor looking to diversify your income sources or simply want to better understand fixed income investing, this conversation provides valuable insights into how bond ETFs can fit into a long-term income strategy.If you enjoy educational content focused on dividends, ETFs, retirement income, and portfolio construction, be sure to like, subscribe, and share the video.#DividendInvesting #BondETFs #IncomeInvesting #FixedIncome #RetirementIncome #DividendStockpileIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.