SumGrowth, Inc. launches AlphaDroid Broad Markets Momentum ETF (EZMO) & AlphaDroid Defensive Sector Rotation ETF (EZRO)
SEATTLE, Oct. 16, 2025 /PRNewswire-PRWeb/ -- SumGrowth, Inc., an innovative provider of investment technologies and indexes, announces the launch of two new AlphaDroid-branded ETFs listed on Nasdaq:
EZRO: – the AlphaDroid Defensive Sector Rotation ETF
EZMO: – the AlphaDroid Broad Markets Momentum ETF
Both ETFs seek to track AlphaDroid Indexes designed to hold momentum-leading ETFs in bull markets and automatically rotate to holding defensive leaders when bear markets are indicated. Advanced signal processing methods designed to reduce market noise are intended to improve selection of momentum leaders. AI Feedback Loops and Fuzzy Logic aim to improve adaptive performance in changing markets.
"These are no ordinary ETFs. While most Indexes focus on a slice of the market, such as sectors, factors, or themes, these Indexes are complete, self-contained tactical portfolio management systems that evaluate dozens of ETFs each month. Notably, when embedded in a tax-efficient ETF wrapper, its exchange-in-kind properties can benefit long-term investors in taxable accounts by (1) deferring otherwise taxable trading events and (2) qualifying for long-term capital gains treatment," said Scott Juds, CEO of SumGrowth, Inc. "They are designed to deliver the beneficial features we believe investors want most:"
Features we believe investors want most:
- A momentum leader portfolio in bull markets.
- A defensive leader portfolio in bear markets.
- Tax deferral benefits and long-term capital gains rates.
- Automated trading: Enable focus on other important matters.
ABOUT THE INDEXES
EZRO tracks the AlphaDroid EZ-RO Defensive Sector Rotation Index, which evaluates ETFs across eight categories including sectors, subsectors, global and thematic allocations. EZMO tracks the AlphaDroid EZ-MO Broad Markets Momentum Index, which evaluates three broad market categories and is intended for use as a potential core allocation.
Both indexes use proprietary technology incorporating matched filter theory and adaptive signal processing to reduce market noise in changing markets to better identify trends. "We believe momentum detection is the key to profitable fund selection for both bull and bear markets. The challenge is to see past market noise to select momentum leaders. Reducing market noise is in our professional DNA and is the key to better trend identification," said Juds.
Both ETFs use the company's proprietary Bull/Bear Indicator, "StormGuardTM", that seeks to assesses the risk of U.S. equity markets using four key metrics: price-trend, market momentum, value sentiment, and market volatility. When a "Bear" market is indicated, the ETFs rotate to a set of defensive ETFs.
TAXABLE ACCOUNTS
Implementing an actively traded AlphaDroid Index within an ETF structure allows an investor to benefit from the ETF's exchange-in-kind process. "Financial Advisors may particularly want to consider using EZRO and EZMO in NQ taxable client accounts when clients seek actively traded strategies" said Juds. "When tactical short-term trades are made within an ETF wrapper, their trades are executed in-kind and do not create taxable events. Thus taxes, are deferred until the ETF is sold, at which time long-term-capital gains will be assessed. Tax outcomes will depend on individual circumstances, Investors should consult a qualified tax advisor regarding their specific situation.
ETF LAUNCH DATE
The AlphaDroid Defensive Sector Rotation ETF (EZRO) and the AlphaDroid Broad Market Momentum ETF (EZMO) are scheduled to begin trading on Nasdaq, starting October 16, 2025.
Visit this link for more information about the AlphaDroid Broad Markets Momentum ETF.
Visit this link for more information about the AlphaDroid Defensive Sector Rotation ETF.
About SumGrowth, Inc.
SumGrowth, Inc. is a Seattle-based FinTech company founded in 2009 to apply mathematics from the field of electronic signal processing to investment algorithms. Its algorithmic technology is the result of three decades of research and development that has been tested and improved through multiple bull and bear markets. For more information, please visit https://sgindexes.com/.
About Teucrium Investment Advisers
Teucrium is a provider of exchange-traded funds (ETFs) that focuses on offering investment products primarily in the agriculture and commodities sectors. The company also provides White-Label ETF services, allowing partners to create customized ETF products. For more information, visit http://www.Teucrium.com
Important Disclosures and Risks:
An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and, if available, the summary prospectus contains this and other information about the Fund. You may obtain a prospectus and, if available, a summary prospectus by downloading the prospectus, by calling 877-376-0082, or visiting www.teucrium.com/etfs/ezro and www.teucrium.com/etfs/ezmo.
An investment in the Fund is subject to investment risk, including the possible loss of principal. EZMO and EZRO ETFs shares may be bought and sold on the Nasdaq exchange through a brokerage account. Brokerage commissions and ETF expenses will reduce investment returns. There can be no assurance that an active trading market for ETF shares will be developed or maintained. There is no guarantee the ETF's strategies will be successful. Because they invest primarily in other ETFs, EZMO and EZRO ETFs' investment performance largely depends on the investment performance of those underlying ETFs. An investor will indirectly bear the principal risks and their share of the fees and expenses of the underlying ETFs. The risks associated with these ETFs are detailed in the prospectus and could include factors such as concentration risk, foreign and emerging markets risk, equity market risk, momentum investing risk, value investing risk, fixed income risk, gold risk, high portfolio turnover risk, and bull index bond risks. Maintaining investments regardless of market conditions or the performance of an individual investment could cause the ETFs' returns to be lower than if the ETFs employed an active strategy. The performance of the ETFs and their Indexes may differ due to tracking error. The Indexes use a form of artificial intelligence (AI). Investments utilizing quantitative methods may perform differently from the market as a whole. Momentum investing can turn quickly and cause significant variation from other types of investments. There may be periods when the momentum style is out of favor, and during which the investment performance of an ETF using a momentum strategy may suffer. EZMO and EZRO ETFs are non-diversified and may be more sensitive to economic, business, political, or other changes affecting individual issuers or investments than a diversified fund, which may result in greater fluctuation in the value of the ETFs' Shares and greater risk of loss. There is no guarantee the fund's objectives will be met.
NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
The Indexes are based on a proprietary methodology developed by SumGrowth, Inc. PINE Distributors LLC is the distributor for the EZRO and EZMO ETFs. Teucrium Investment Advisors, LLC, wholly owned by Teucrium Trading, LLC, serves as the investment adviser to the EZRO and EZMO ETFs. PINE Distributors LLC is not affiliated with Teucrium Trading, LLC, Teucrium Investment Advisors, LLC, or SumGrowth, Inc.
LINKS:
SumGrowth, Inc. www.SumGrowth.com
EZMO ETF Page https://teucrium.com/ezmo
EZRO ETF Page https://teucrium.com/ezro
EZMO Index Page https://sgindexes.com/ez-mo-momentum-index
EZRO Index Page https://sgindexes.com/ez-ro-rotation-index
MEDIA CONTACT:
Lisa Noble [email protected]
TUCRM4881374-10/25
Media Contact
Lisa Noble, SumGrowth, Inc., 1 802-540-0019, [email protected], https://www.sumgrowth.com/
SOURCE SumGrowth, Inc.
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