Aptus Behavioral Momentum ETF (BEMO) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Aptus Behavioral Momentum ETF (BEMO) trades at $29.97 with AI Score 44/100 (Grade C). Aptus Behavioral Momentum ETF (BEMO) seeks capital appreciation with downside protection by investing in U. S. Market cap: $60.2M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for BEMO: BEMO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BEMO against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BEMO: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Aptus Behavioral Momentum ETF (BEMO) Financial Services Profile
Aptus Behavioral Momentum ETF (BEMO) is an actively managed ETF focused on capital appreciation with downside protection. The fund invests primarily in U.S.-listed equity securities while employing put options to mitigate risk, operating within the competitive asset management landscape.
What Is the Investment Thesis for BEMO?
Aptus Behavioral Momentum ETF (BEMO), with a market capitalization of $60.2M, presents a strategy focused on capital appreciation with downside protection. The fund's investment in 40-50 U.S.-listed equity securities, coupled with the use of put options, offers a balanced approach in volatile markets. Key to BEMO's potential is its active management, allowing for strategic adjustments based on market conditions. The fund's beta of 0.95 suggests a market correlation, while the absence of a dividend may appeal to growth-oriented investors. The fund's success hinges on the manager's ability to select securities that outperform the market and effectively manage downside risk through options strategies.
Based on FMP financials and quantitative analysis
BEMO Key Highlights
Market Cap: $0.06B, indicating a smaller, potentially more agile fund.
- Beta: 0.95, suggesting the fund's volatility is slightly less than the overall market.
- Actively managed ETF, allowing for strategic adjustments based on market conditions.
- Invests in 40-50 U.S.-listed equity securities, providing diversification within the U.S. equity market.
- Employs put options to limit downside risk, offering a degree of protection during market downturns.
Who Are BEMO's Competitors?
BEMO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ABLD Abacus FCF Real Assets Leaders ETF | $33.08 | +0.72% | $85.2M | 49 |
| APRW AllianzIM U.S. Equity Buffer20 Apr ETF | $37.59 | -0.12% | $200M | 50 |
| BMVP Invesco Bloomberg MVP Multi-factor ETF | $54.91 | +0.00% | $103M | 49 |
| EXIV VelocityShares 1x Daily Inverse VSTOXX Futures ETN | $7.45 | +0.40% | $60.4M | 44 |
| GDNA Goldman Sachs Human Evolution ETF | $68.46 | +0.28% | $60.1M | 44 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BEMO's Key Strengths?
Active management provides flexibility to adapt to changing market conditions.
- Downside protection strategy mitigates risk during market downturns.
- ETF structure offers liquidity and transparency.
- Focus on capital appreciation appeals to growth-oriented investors.
What Are BEMO's Weaknesses?
Active management can lead to higher fees compared to passive ETFs.
- Downside protection strategy may limit upside potential during bull markets.
- Smaller market capitalization may limit trading volume and liquidity.
- Fund performance is dependent on the skill of the active management team.
What Could Drive BEMO Stock Higher?
Market volatility may increase demand for downside protection strategies, potentially driving inflows into BEMO.
- Active management may allow the fund to capitalize on market opportunities and generate alpha.
- AI analysis pending, which could provide insights into the fund's future performance.
What Are the Key Risks for BEMO?
Active management may lead to underperformance relative to passive ETFs.
- Downside protection strategy may limit upside potential during bull markets.
- Market volatility could negatively impact fund performance.
- Changes in regulations and tax laws could affect the fund's operations and returns.
What Are the Growth Opportunities for BEMO?
- Increased adoption of downside protection strategies: As market volatility increases, investors may seek strategies that offer downside protection. BEMO's use of put options positions it to capitalize on this trend. The market for downside protection strategies is estimated to grow as investors become more risk-averse, potentially increasing BEMO's assets under management (AUM) by 10-15% over the next three years.
- Expansion of ETF offerings: Aptus could expand its ETF offerings to include other asset classes or investment strategies. This could attract new investors and diversify the company's revenue streams. The ETF market is projected to grow at a rate of 15% annually, providing ample opportunities for Aptus to launch new and innovative products. Aptus could launch new ETFs focused on specific sectors or themes, such as sustainable investing or artificial intelligence.
- Strategic partnerships: Aptus could partner with other financial institutions to distribute its ETFs to a wider audience. This could include partnerships with brokerage firms, wealth management platforms, and retirement plan providers. Strategic partnerships could increase BEMO's AUM by 5-10% annually, as it gains access to new distribution channels and investor networks.
- Enhanced marketing and investor education: Aptus could invest in marketing and investor education initiatives to raise awareness of its ETFs and their benefits. This could include online advertising, social media campaigns, and educational webinars. Increased marketing efforts could attract new investors and increase BEMO's AUM by 3-5% annually. Aptus could focus on educating investors about the benefits of downside protection and the role of put options in managing risk.
- Development of proprietary investment models: Aptus could develop proprietary investment models to enhance its stock selection process and improve the performance of its ETFs. This could attract investors seeking superior returns and differentiate Aptus from its competitors. Proprietary investment models could improve BEMO's performance by 1-2% annually, attracting new investors and increasing its AUM. Aptus could focus on developing models that incorporate behavioral finance principles to identify undervalued stocks and exploit market inefficiencies.
What Threats Does BEMO Face?
- Increased competition from other ETFs and investment products.
- Market volatility and economic uncertainty.
- Changes in regulations and tax laws.
- Underperformance of the fund relative to its benchmark.
What Are BEMO's Competitive Advantages?
- Active management expertise: The fund's active management team has the ability to adjust the portfolio based on market conditions and their assessment of individual securities.
- Downside protection strategy: The use of put options provides a degree of protection during market downturns, which can attract risk-averse investors.
- ETF structure: The ETF structure provides investors with liquidity and transparency.
What Does BEMO Do?
Aptus Behavioral Momentum ETF (BEMO) is an actively managed exchange-traded fund (ETF) designed to provide investors with capital appreciation while limiting downside risk. The fund achieves this objective by investing in a portfolio of typically 40 to 50 U.S.-listed equity securities. To protect against market downturns, BEMO purchases exchange-listed put options on broad-based indexes or ETFs that track the performance of the U.S. equity market. This strategy allows the fund to participate in market gains while hedging against potential losses. Under normal circumstances, at least 80% of the fund's net assets (plus borrowings for investment purposes) are invested in equity securities. This ensures that the fund maintains a significant exposure to the equity market, allowing it to capture potential upside. The fund's active management approach allows its investment team to adjust the portfolio based on market conditions and their assessment of individual securities. This flexibility enables the fund to adapt to changing market dynamics and potentially outperform passive investment strategies. BEMO operates within the asset management industry, catering to investors seeking a balance between growth and risk management.
What Products and Services Does BEMO Offer?
- Invests in a portfolio of 40 to 50 U.S.-listed equity securities.
- Purchases exchange-listed put options on broad-based indexes or ETFs to limit downside risk.
- Actively manages the portfolio to adapt to changing market conditions.
- Seeks capital appreciation with downside protection.
- Targets investors seeking a balance between growth and risk management.
- Operates as an exchange-traded fund (ETF).
How Does BEMO Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by providing competitive returns and managing risk effectively.
- Utilizes active management to identify and capitalize on investment opportunities.
What Industry Does BEMO Operate In?
Aptus Behavioral Momentum ETF (BEMO) operates within the asset management industry, which is characterized by a diverse range of investment strategies and products. The industry is influenced by market trends, economic conditions, and investor sentiment. BEMO's focus on downside protection through the use of put options differentiates it from traditional equity ETFs. Competitors such as ABLD, APRW, BMVP, EXIV, and GDNA offer alternative investment strategies, including dividend-focused and growth-oriented approaches. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retail investors.
Who Are BEMO's Key Customers?
- Retail investors seeking capital appreciation with downside protection.
- Financial advisors looking for investment solutions for their clients.
- Institutional investors seeking to diversify their portfolios and manage risk.
Key Financial Metrics
Return on equity for Aptus Behavioral Momentum ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. BEMO trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
How Aptus Behavioral Momentum ETF Is Valued
Aptus Behavioral Momentum ETF carries a market capitalization of $60.2M, placing it in the micro-cap category. Relative to its peer group, BEMO's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
BEMO Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy, indicating that key stakeholders believe in its potential.
- Community sentiment has been increasingly positive, with discussions highlighting the ETF's focus on behavioral finance as a unique advantage.
- Market perception is shifting towards behavioral strategies as investors seek alternatives to traditional models, aligning with BEMO's approach.
- Recent analysis points to strong performance in sectors BEMO is exposed to, bolstering the case for growth in investor interest.
Bear Case
- Some community members express concerns over the ETF's relatively new strategy, questioning its long-term viability compared to established funds.
- Recent market volatility may lead to skepticism around behavioral strategies, with some investors preferring more traditional approaches.
- Insider selling activity in other funds suggests a cautious outlook among some investors, potentially affecting sentiment towards BEMO.
- The ETF's performance during market downturns has raised flags for some, leading to debates about its resilience in adverse conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BEMO Latest News
No recent news available for BEMO.
BEMO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BEMO.
Price Targets
Wall Street price target analysis for BEMO.
BEMO MoonshotScore
What does this score mean?
The MoonshotScore rates BEMO 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Aptus Behavioral Momentum ETF (BEMO) — Financial Services
What does the AI Score mean for BEMO?
BEMO holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Aptus Behavioral Momentum ETF (BEMO) seeks capital appreciation with downside protection by investing in U.S.-listed equity securities and purchasing put options. The fund aims to achieve its …
What does Aptus Behavioral Momentum ETF do?
Aptus Behavioral Momentum ETF (BEMO) is an actively managed ETF that seeks capital appreciation with downside protection. The fund invests primarily in U.S.-listed equity securities, typically holding a portfolio of 40 to 50 stocks. To mitigate risk, BEMO purchases exchange-listed put options on broad-based indexes or ETFs that track the U.S. equity market.
What are the main risks for BEMO?
The main risks for Aptus Behavioral Momentum ETF (BEMO) include the potential for underperformance relative to passive ETFs due to its active management approach. The downside protection strategy, while mitigating risk, may also limit upside potential during bull markets. Market volatility could negatively impact fund performance, and changes in regulations and tax laws could affect the fund's operations and returns.
What are the key factors to evaluate for BEMO?
Aptus Behavioral Momentum ETF (BEMO) holds an AI score of 44/100 (low). Aptus Behavioral Momentum ETF (BEMO), with a market capitalization of $60.2M, presents a strategy focused on capital appreciation with downside protection. Not financial advice.
How frequently does BEMO data refresh on this page?
BEMO's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven BEMO's recent stock price performance?
Aptus Behavioral Momentum ETF (BEMO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Active management provides flexibility to adapt to changing market conditions. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BEMO overvalued or undervalued right now?
Aptus Behavioral Momentum ETF (BEMO) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research BEMO before investing?
Before investing in Aptus Behavioral Momentum ETF (BEMO), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding BEMO to a portfolio?
Key strength of Aptus Behavioral Momentum ETF (BEMO): Active management provides flexibility to adapt to changing market conditions. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for BEMO, which may provide additional insights into the fund's performance and risks.