Dividend Stockpile

We sit down with Adam Patti, CEO of VistaShares ETFs, the team who also bought us the very popular ETF, OMAH, to talk about their brand-new income-focused ETF: QUSA – the VistaShares Target 15 USA Quality Income ETF.We break down everything you need to know about QUSA: • The investment strategy behind targeting high-quality U.S. companies • The sector allocation and top holdings • Their options overlay program designed to enhance income • And how QUSA can fit into a dividend investor’s long-term portfolioWhether you’re an income-focused investor or looking to add quality yield exposure with options income, this ETF could be worth a look.Timestamps:00:00 Introduction to QUSA00:38 Welcome Adam Patti, CEO of VistaShares01:00 Overview of OMAH ETF performance03:06 Deep Dive into QUSA - VistaShares Target 15™ USA Quality Income ETF06:09 Top Holdings and Sectors in QUSA10:23 Options Strategy used in QUSA13:30 NAV Erosion and strategies used in QUSA14:35 There is no free lunch: Setting return expectations15:30 Summary of QUSA15:56 Where does QUSA fit into an investors portfolio?17:45 Outro

In this interview, we talk with Joe Becker from Innovator ETFs to break down SPUT – the Innovator Equity Premium Income – Daily PutWrite ETF from Innovator ETFs, one of the most unique new income strategies on the market.We take a deep dive into:✅ What makes SPUT different from covered call ETFs✅ How SPUT generates monthly income with daily put options on the S&P 500✅ The fund’s distribution policy, strategy, and underlying holdings✅ The rise of actively managed income ETFs and how they benefit investorsIf you’re an income-focused investor looking for a diversified way to generate monthly cash flow without relying on traditional dividends or covered calls, this video is a must-watch.Time Stamps:00:00 intro 00:40 Welcome to Joe Becker, Director of Product Management at Innovator ETFs01:08 Background of Innovator ETFs and Joe04:00 Joe’s thoughts on the future of active ETFs vs. passive approaches06:40 Benefit to shareholders using an active manager for their ETFs10:13 Deep Dive in SPUT - Equity Premium Income - Daily PutWrite ETF23:50 Tax treatment of distributions from SPUT25:05 Why focus on puts instead of covered calls?26:21 Where to get more info on SPUT?26:53 Outro

Brand new income ETF from NEOS! We sit down with Troy Cates, Co-Founder and Portfolio Manager at NEOS Investments, to dive into their brand-new income ETF: SPYH – The NEOS S&P 500 Hedged Equity Income ETF.We break down:✅ What makes SPYH unique✅ The fund’s options-based strategy for generating monthly income✅ How SPYH aims to reduce downside risk while staying invested in the S&P 500✅ The current stock market outlook amid recent volatility✅ An exclusive update on IYRI, the NEOS Real Estate High Income ETFIf you’re looking for new ways to boost yield while protecting capital, this is a conversation you won’t want to miss!👉 Subscribe to Dividend Stockpile for more dividend and income investing insightsTimestamps:00:00 Intro00:20 Welcome Troy00:55 Troy's insights on the current market volatility01:15 How is the recent volatility affecting your ETFs?04:37 Does the market direction on the day of your options rolling affect your process?05:55 YTD performance of SPYI and QQQI07:27 How much of the NEOS ETFs are overwritten right now?08:25 Update on IYRI: NEOS Real Estate High Income ETF10:14 Troy's response to a viewer question regarding how NEOS ETFs will handle a prolonged downturn12:17 Has NEOS seen any NAV erosion on its ETFs with the current market downturn?13:23 Deep dive on SPYH: S&P 500 Hedged Equity Income ETF19:10 Where can people get more information about your products?19:40 Are there any new ETFs on the way from NEOS?20:20 Troy's summary of the market and how investors can manage through the volatility

I’m revealing my new quality-focused dividend stock portfolio, showing you exactly how I built it from the ground up — including the quality metrics I used, the sectors I’m invested in, and each stock by sector.You’ll also get a look at my custom spreadsheet, which tracks each stock’s metrics, including quality factors, dividend yield, payout ratio, dividend growth rate, and more. This is the blueprint I used to build this high-quality, sustainable dividend portfolio — perfect for what's to come.👉 Don’t forget to like, subscribe, and hit the bell so you never miss a Dividend Stockpile update!📥 Drop a comment below with what quality metrics you use for your dividend portfolio!

We sit down with Rob Thummel, Portfolio Manager at Tortoise Capital Advisors, to discuss all things energy investing!We cover:✅ Rob’s background and experience in energy markets✅ What sectors and themes Tortoise Capital focuses on✅ Their approach to renewable energy investing✅ Where Rob sees the biggest growth opportunities in energy over the next 5 years✅ A full breakdown of two key Tortoise investment funds: • Tortoise Energy Infrastructure Corp. (TYG) • Tortoise Essential Energy Fund (TPZ)If you’re looking for high-yield, income-generating investments in the energy space – especially through closed-end funds (CEFs) and ETFs – this is a must-watch!Time Stamps:00:00 Intro01:12 Welcome Rob Thummel01:25 Introduction to Tortoise Capital03:34 What sectors of energy does Tortoise Capital focus on?08:00 What is Tortoise's view of renewable energy?13:57 Deep Dive on Tortoise Energy Infrastructure Corp (TYG)22:41 Deep Dive on Tortoise Essential Energy Fund (TPZ)29:48 What is the biggest area of growth in energy for next 5 years?33:55 Where to get more information about Tortoise Capital

We sat down with Jenny Van Leeuwen Harrington, CEO and Portfolio Manager at Gilman Hill Asset Management, to dive deep into the power of dividend income investing.Jenny shares her journey into the world of investment management and how her firm, Gilman Hill, crafts portfolios built around dependable dividend income for its clients. We cover:✅ Jenny’s investment philosophy and client focus at Gilman Hill✅ The case for dividend investing in all market environments✅ The difference between dividend investing vs. dividend growth investing✅ Why dividend strategies may be better than the traditional 4% withdrawal rule✅ A behind-the-scenes look at her new book - Dividend Investing: Dependable Income to Navigate All Market Environments✅ Who the book is for and what readers can expect✅ Sectors and a few dividend stocks Jenny thinks will perform over the next 3 years📘 Pick up Jenny’s book here: Your local independent book storeBookshop.org: https://shorturl.at/Z6Ut8Amazon: https://amzn.to/4jbEC7fBarnes & Noble: https://shorturl.at/1nfVjTime Stamps:00:00 Introduction00:54 Welcome Jenny01:15 Jenny's professional background06:00 The power of dividends compared to growth investing11:12 Jenny's focus for the Equity Income strategy18:05 Portfolio position sizing and Diversification philosophy20:42 Discussion on Jenny's new book: Dividend Investing: Dependable Income to Navigate All Market Environments27:04 How do you know what kind of investor you are?28:47 What industries or sectors do you think will do well given the current market and economic outlook?32:27 Are there a few companies that you think are worth researching now?39:51 Where can people find more info about you and your firm?41:00 Outro

We sat down with Jay Hatfield, Founder, CEO, and Portfolio Manager at Infrastructure Capital Advisors (InfraCap). Jay shares his investment background and gives a behind-the-scenes look at InfraCap’s focus on income-oriented investing, infrastructure, and preferred securities.We dive deep into InfraCap’s two flagship preferred stock ETFs — PFFA (Virtus InfraCap U.S. Preferred Stock ETF) and PFFR (InfraCap REIT Preferred ETF) — exploring what sets them apart, their yield potential, risk profiles, and how they’re managed. Jay also gives his expert take on today’s market conditions and how preferred stocks can play a critical role in a diversified income portfolio, especially in a high-rate or volatile environment.If you’re looking to boost portfolio income or better understand preferred stock ETFs, this is a must-watch.👉 Tickers discussed: PFFA, PFFRTime Stamps:00:00 Introduction00:40 Welcome Jay Hatfield, Founder, CEO, and Portfolio manager at Infrastructure Capital Advisors (InfraCap)00:58 Jay's background and InfraCap's focus areas02:55 Insights into the current stock market volatility07:51 Sectors to focus on during this tariff confusion12:05 In-depth discussion on PFFA: Virtus InfraCap U.S. Preferred Stock ETF18:23 In-depth discussion on PFFR: InfraCap REIT Preferred ETF24:24 Opinion on how these funds can fit into an investors portfolio25:24 Where to find more information on PFFA and PFFR26:23 Outro🔔 Subscribe to Dividend Stockpile for more dividend investing insights and interviews with top fund managers.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Simplify Asset Management's Michael Green, Portfolio Manager and Chief Strategist, joins us to discuss the benefits of CDX - Simplify High Yield ETF. Michael has decades of investing experience and he shares his knowledge on topics such as the current state of the market, the dilemma of passive vs. active management, how regular dividends and synthetic dividends work and differ, and a deep dive on one of Simplify's high yield ETFs.Timestamps:00:00 Intro00:37 Welcome Michael Green from Simplify Asset Management00:58 Michael's background01:40 Intro to Simplify Asset Management03:12 Thoughts on the stock market today10:00 Passive vs. Active Management14:15 Benefits of Dividend Investing16:00 Deep Dive of CDX - Simplify High Yield ETF29:40 Traditional dividends vs. synthetic dividends34:00 List of all Simplify's ETFs and where to get more info 36:25 OutroMake sure to subscribe so you never miss a video!Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this exclusive interview, I sit down with Adam Patti, CEO of VistaShares, to discuss their brand-new income-focused ETF: OMAH – the VistaShares Target 15 Berkshire Select Income ETF! We dive into:✅ How the OMAH ETF is built around Warren Buffett’s top stock holdings✅ The methodology behind OMAH and how it selects its holdings✅ Where OMAH fits into a dividend investor’s portfolio✅ What investors can expect in terms of income and distributionsIf you’re looking for an income-focused ETF with a Buffett-inspired twist, this is a must-watch! Let me know in the comments: Will you be adding OMAH to your portfolio? 👇🔔 Subscribe for more dividend investing insights!👍 Like this video if you found it helpful!

Join us for an exclusive interview with Troy Cates, Managing Director of NEOS Investments! We dive deep into the 2024 performance of NEOS ETFs, including SPYI, QQQI, and IWMI, and discuss key updates on their IYRI ETF. Troy also breaks down the impact of Return of Capital (ROC) and shares his market outlook for 2025.If you’re an income investor or interested in option-enhanced ETFs, this is a must-watch!🔔 Subscribe to Dividend Stockpile for more expert interviews and dividend investing insights!📈 Topics Covered:00:00 Intro and Welcome 02:39 NEOS ETF 2024 Results02:55 SPYI 2024 Review05:52 QQQI 2024 Review07:57 IWMI 2024 Review09:31 2025 Results so far13:23 IYRI REIT ETF update16:51 Return of Capital (ROC) discussion20:44 How to use NEOS ETFs to build a diversified income portfolio24:00 2025 Outlook25:55 Outro📢 What do YOU think about NEOS ETFs? Drop a comment below!