Innovative strategies. Built for what's next.
Atlanta, GA
Joined September 2019
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Liquid Strategies is in Boston! Come find us at IMPACT® 2026 today and tomorrow (October 28 & 29).
You can find us at booth 1103, in front of Showcase C. We hope to see you there!
#SchwabIMPACT
October 2026 Monthly Distribution Information for Overlay Shares ETFs.
Distributions may include return of capital. Past distributions are not indicative of future results. Final tax characterization will be determined after year-end. Investing involves risk, including possible loss of principal.
Keep it simple: OVL and Chill.
The Overlay Shares Large Cap Equity ETF ($OVL) is a systematic approach to equity exposure with option overlays.
See this thread for a link to see standardized performance and the prospectus.
Standardized performance: lsfunds.com/ovl
We're looking forward to connecting with advisors at IMPACT® 2026 in Boston October 27 – 29.
Visit the Liquid Strategies team at Booth 1103 during the conference.
See you there!
#SchwabIMPACT @Schwab4RIAs
Liquid Strategies retweeted
Wow - what a morning. We are humbled by your trust in us, and incredibly grateful for the opportunity to serve you all!
Overlay Shares Nasdaq 100 Income ETF ($OVQ) is now available!
✓ @Nasdaq 100 Equity Exposure
✓ Active Risk-Managed Put-Spread Overlay
✓ Targets a 12% Annual Distribution Rate (Paid Monthly)*
Learn more now: LSFunds.com/OVQ
Read the prospectus carefully before investing. See this thread for a link
*The Fund targets a 12% annual distribution rate, paid monthly. Distributions are not guaranteed and may include sources other than net investment income, including return of capital. Distribution rate should not be interpreted as yield or total return. The targeted distribution rate might be a return of capital and could lead to erosion of net asset value over time.
Investing involves risk, including the possible loss of principal. The Funds use options, which involve additional risks and may not perform as intended. A portion of Fund distributions may consist of return of capital, which may reduce cost basis and is not the same as tax-free income. Consider the investment objectives, risks, charges, expenses, and tax implications before investing.
Liquid Strategies retweeted
Very proud of our team. Thank you to our clients for your trust and partnership!
We’re excited to announce the the Overlay Shares Large Cap Equity ETF ($OVL) has now surpassed $500m in assets under management (as of 10/19/2026)! Thank you to our clients and partners.
See this thread for a link to learn more about OVL and see important information.
We’re excited to announce the the Overlay Shares Large Cap Equity ETF ($OVL) has now surpassed $500m in assets under management (as of 10/19/2026)! Thank you to our clients and partners.
See this thread for a link to learn more about OVL and see important information.
Learn more about OVL: Lsfunds.com/ovl
For important information: info.lsfunds.com/fund-disclo…
From evolving private credit opportunities to the impact of rising interest rates across financial markets, our Q3 2026 Niagara Income Opportunities Fund ($NAGRX) commentary explores several of the key themes shaping today's investment environment.
Read the full review: blog.lsfunds.com/insights/ni…
Past performance is no guarantee of future results.
See this thread for important information and performance.
The Denali Structured Return Strategy Fund ($DNLIX) continued its disciplined approach of combining private credit income with a defined range of S&P 500 participation during Q3 2026.
Read the latest quarterly commentary for additional perspective on the market environment, portfolio activity, and the Fund's positioning heading into the fourth quarter: blog.lsfunds.com/insights/de…
Past performance is no guarantee of future results.
See this thread for important information and performance.
