Westwood ETFs

Enhanced Power & Infrastructure ETF (PWRX)

Enhanced Power & Infrastructure

Introducing the newest ETF in the Westwood Income Series

TXSE

 

ABOUT PWRX

Objective

The Westwood Salient Enhanced Power & Infrastructure ETF is an actively-managed ETF that seeks total return through income and capital appreciation by investing in companies positioned to benefit from accelerating power demand driven by AI, onshoring of manufacturing, electrification and commercialization of next-generation technologies.

Highlights

  • Covered Call Income Strategy
  • Monthly Distributions
  • Potential for Capital Appreciation in the Energy Sector
  • Strives to mitigate volatility through covered call writing, potentially enhancing downside risk management
  • No K-1s

Distributions

Distribution Rate (as of N/A) Distribution Rate (as of N/A)
Distribution Frequency Monthly

The Annualized Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12) and dividing the resulting amount by the ETF’s NAV as of the most recent record date. The Distribution Rate represents a single distribution from the ETF and does not represent its total return. Distributions may also include a combination of ordinary dividends, capital gain, and return of investor capital, which may decrease an ETF’s NAV and trading price over time.

Related Materials

*30-day median bid/ask spread reflects the median of the difference between the best bid and offer as of the end of each 10-second interval during each trading day of the last 30 calendar days.




There is no guarantee that the ETF will continue to pay dividends

Energy & Power Equity Portfolio

Bottom-up fundamental process utilizing over 30 years of investment experience to create a fundamental framework for security construction

Options Overlay

Options designed to generate income while reducing volatility

Disciplined single-stock options strategy: 1-month call options averaging 5 to 10% out-of-the-money, sold on a monthly recurring basis

Enhanced Power & Infrastructure Strategy

A well-researched fundamentally driven strategy

Seeks to provide clients with distributable income via options premium and dividends

Seeks to provide income paid out monthly

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Westwood ETFs

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Westwood ETFs are distributed by Northern Lights Distributors, LLC (Member FINRA). Northern Lights Distributors and Westwood ETFs (or Westwood Holdings Group, Inc.) are separate and unaffiliated.



To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 877.FUND.WHG (877.386.3944). Please read the prospectus carefully before investing.

How to Invest in Westwood ETFs

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Westwood ETFs are available for trading on most platforms. Contact us today to learn more about Westwood ETFs and how we can help you build your client’s portfolio.

Westwood ETFs are distributed by Northern Lights Distributors, LLC (Member FINRA). Northern Lights Distributors and Westwood ETFs (or Westwood Holdings Group, Inc.) are separate and unaffiliated.



To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 877.FUND.WHG (877.386.3944). Please read the prospectus carefully before investing.

How to Invest in Westwood ETFs

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Working with a financial professional?

Westwood ETFs may be a powerful addition to your portfolio. Email your financial professional to discuss how PWRX can help.

Buy Through Your Brokerage

You can invest in PWRX through any of these platforms:

Westwood ETFs are distributed by Northern Lights Distributors, LLC (Member FINRA). Northern Lights Distributors and Westwood ETFs (or Westwood Holdings Group, Inc.) are separate and unaffiliated.



To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 877.FUND.WHG (877.386.3944). Please read the prospectus carefully before investing.