C.J. Lawrence® (“CJL”), a division of Apollon Wealth Management, LLC, today announced the launch of the Buffered Bulldog ETF (ACJL), an exchange-traded fund that brings CJL’s “Bulldog” equity strategy to the ETF market, complemented by an options overlay on the S&P 500.

ACJL invests in a concentrated portfolio of approximately 30 to 50 U.S.-listed equities, drawing on C.J. Lawrence’s longstanding Bulldog investment philosophy. The team identifies durable, long-term investment themes and applies fundamental research to select companies it believes are well-positioned to benefit from those trends. Its high-conviction approach emphasizes businesses with durable competitive advantages, market leadership, pricing power, strong balance sheets, and the ability to gain and defend market share. The portfolio is actively managed and is not constructed to track an index.

“Our Bulldog philosophy starts with identifying enduring investment themes and the companies we believe are best positioned to benefit from them,” said Bernhard Koepp, Senior Portfolio Manager and Managing Director of C.J. Lawrence. “We use fundamental research to seek out strong management teams, differentiated businesses and durable competitive advantages. ACJL brings that longstanding, high-conviction approach to investors through an actively managed ETF.”

ACJL complements its active Bulldog equity portfolio with a systematic options overlay on the SPDR S&P 500 ETF Trust (SPY) that resets quarterly. Each quarter, the overlay is designed to cap SPY’s upside at 5% and buffer the next 15% of SPY losses following an initial 5% decline.

“The launch of ACJL expands how investors can access the investment expertise within Apollon,” said Michael Dolberg, CEO and Co-Founder of Apollon Wealth Management. “It brings a longstanding, differentiated investment approach to the ETF market while expanding the capabilities available across our organization.”

The Buffered Bulldog ETF seeks capital appreciation and is actively managed. Tidal Investments LLC serves as the Fund’s investment adviser, with C.J. Lawrence, a division of Apollon Wealth Management, LLC, serving as investment sub-adviser.

About C.J. Lawrence

C.J. Lawrence, a division of Apollon Wealth Management, is a New York-based investment management boutique with a legacy dating to 1864. Serving high-net-worth individuals, families, and institutions, the firm combines the expertise of an experienced portfolio management team with a commitment to delivering customized investment solutions. For more information, visit cjlawrence.com.

About Apollon Wealth Management

Apollon Wealth Management is an independent, collaborative, client-first financial planning firm focused on helping individuals and families grow, protect, and simplify their wealth. Built to move beyond product-driven advice, Apollon delivers planning that starts with the client and is guided by long-term relationships, transparency, and thoughtful service, all in service of its mission: enriching the lives of others through collaborative financial planning and guidance.

With passion and purpose, Apollon offers a differentiated model for independence, combining open architecture with centralized support across operations, compliance, and integration. This approach allows advisors and firms joining Apollon to transition seamlessly, maintain control of their practice, and scale with the resources of a national organization.

With a growing national footprint, Apollon partners with advisors and firms who share a commitment to elevate wealth management to a higher personal standard.

Important disclosures

Apollon Wealth Management, LLC (“Apollon”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), and Tidal Investments LLC (“Tidal”), the Fund’s investment adviser, is also SEC-registered. Apollon and Tidal are not affiliated. Additional information about Apollon, including its Form ADV Part 2A, is available at adviserinfo.sec.gov.

Investors should consider the investment objectives, risks, charges and expenses of the Buffered Bulldog ETF (the “Fund”) carefully before investing. The Fund’s prospectus contains this and other information about the Fund and should be read carefully before investing. A prospectus may be obtained by visiting www.acjletf.com, by calling (855) 955-1865 , or sending an email request to acjl@apollonwealth.com.

Investing involves risk, including the possible loss of some or all of the principal invested. There is no guarantee that the Fund will achieve its investment objective or that its options overlay will operate as intended. Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indexes. Foreign Securities Risk. Investments in U.S.-listed securities of foreign issuers involve risks that may not be present with investments in U.S. issuers. New Fund Risk. The Fund is a recently organized management investment company with no operating history.

Distributed by Foreside Fund Services, LLC

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