Filings Digest
TACK holders vote Dec. 10 on the move to Amplify

$34.48−0.27 (−0.78%)
Score 59 out of 100
Score 59 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
BREVS is the Russell 1000 Value with the low-rated names cut: Columbia's quant models grade every stock, roughly a third survive, sector weights still match the parent. 0.19% net of a waiver through February 28, 2027.
The Fund seeks, before fees and expenses, to closely track the Beta Advantage Research Enhanced U.S. Value Index.
| Period | REVS |
|---|---|
| Year to date | +22.9% |
| 1 month | +3.6% |
| 3 months | +2.7% |
| 1 year | +27.5% |
| 3 years | +22.9% |
| 5 years | +12.6% |
| 10 years |
| Year | Return bar | REVS |
|---|---|---|
| 2026 YTD | +22.9% | |
| 2025 | +16.8% | |
| 2024 | +16.4% | |
| 2023 | +13.5% | |
| 2022 | −6.2% | |
| 2021 | +28.5% | |
| 2020 | +1.5% |
$10,000 in REVS 5 years ago paid $1,094 in dividends.
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
Overpaying vs VTV, tied cheapest in US Value Index
$3,517
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
REVS 0.20%
$4,155
VTV 0.03% Tied cheapest
$638
| Year | REVS | VTV | Overpaying |
|---|---|---|---|
| 10 | $365 | $55 | $310 |
| 20 | $1,421 | $216 | $1,205 |
| 30 | $4,155 | $638 | $3,517 |