SMART Wealth launches two ETFs on the NYSE

Jun. 24, 2026
By AI, Created 13:00 UTC, Jun 24, 2026, AGP -

SMART Wealth, a subsidiary of Retire SMART Holdings Inc., has launched two publicly traded ETFs, SMART Earnings Growth 30 and SMART Trend 25, on the New York Stock Exchange. The funds are aimed at making the firm’s active large-cap growth strategies available to smaller investors and come with standard market and principal risk disclosures.

Why it matters: - SMART Wealth’s ETF launch expands access to its investment strategies beyond larger accounts. - The new funds give retail investors a way to buy into active large-cap growth portfolios that track against the S&P 500. - The launch adds a new public-market product line for SMART Wealth and Retire SMART Holdings Inc.

What happened: - SMART Wealth, LLC, a subsidiary of Retire SMART Holdings Inc., launched two publicly traded exchange-traded funds branded as SMARTWAYETFs. - The funds are SMART Earnings Growth 30 and SMART Trend 25. - The ETFs began trading on the New York Stock Exchange under ticker symbols SGRT and STRN. - The announcement was dated June 24, 2026, in Omaha, Nebraska.

The details: - Both ETFs are described as large-cap growth models with active management strategies. - The funds are benchmarked against the S&P 500 index. - Retire SMART CEO David Brooks said the launch is meant to reach a broader audience and give smaller investment accounts access to the firm’s expertise. - Brooks also said the public can consider the new ETFs within the firm’s portfolio lineup. - The company said ETFs may offer tax advantages, including deferring capital gains taxes until shares are sold. - The announcement also warned that all investments carry risk, including market risk, and that returns can be affected. - SMART Wealth said investors should review a prospectus and summary prospectus before investing. - A prospectus and summary prospectus are available by calling (877) 752-2442 or visiting the full prospectus information. - SMART Wealth is a federally registered investment adviser under the Investment Advisers Act of 1940. - The firm also said registration as an investment adviser does not imply a certain level of skill or training. - The funds are distributed by Foreside Fund Services, LLC. - SMART Wealth said it is not affiliated with Foreside Fund Services, LLC. - More information about SMART Wealth is available on the SEC’s adviser database.

Between the lines: - The launch appears aimed at broadening distribution while keeping the firm’s active-management pitch intact. - The risk and disclosure language signals that the ETFs are being positioned as regulated investment products, not a guaranteed return vehicle. - The emphasis on smaller accounts suggests SMART Wealth sees demand from investors who may not have qualified for its prior offerings.

What's next: - SMART Wealth is directing investors to learn more at SMARTWAYETFs.com. - The firm is encouraging investors to consult financial professionals before buying. - Future performance will depend on market conditions, fund execution and investor demand.

The bottom line: - SMART Wealth is taking its growth strategy public, giving everyday investors a new way to access its active ETF lineup.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

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