Nelson Select ETF

Cboe: NELS

Listed October 15, 2025

NELS is predominantly a U.S. equity strategy focused on large- and mid-cap companies. It builds its portfolio using systematic, quantitative screening. The fund applies multi-factor models (combining metrics like value, momentum, quality, etc.) and risk filters to rank and select the highest-scoring stocks. It then holds a diversified basket of those large- and mid-cap names.

The portfolio is spread widely across sectors and industries to help mitigate risk. Additionally, the fund manager will use select American Depository Receipts (ADRs) for international exposure.

While the process is data-driven, human oversight is a key component of the process. This hybrid approachusing models to identify candidates followed by qualitative vetting of each securityis rigorously enforced.

Distinguishing Characteristics

U.S. equity strategy
May include select ADRs for additional international exposure
Multi-factor screening and risk models drive stock selection
Diversified holdings across sectors and industries to limit concentration risk
Combines quantitative signals with qualitative review for final decisions
Flexibility to invest in other securities as needed

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About Nelson Funds

The Nelson Select ETF (NELS) is built on the expertise and reputation of David Nelson, CFA, CMT — a nationally recognized investment analyst, portfolio manager, and financial media personality. With a 19+ year track record of outperforming peers and driving significant profit growth, the company serves as a trusted resource for institutions, advisors, and individual investors seeking alpha-driven strategies and clear market insight. David Nelson is widely recognized as one of the most visible voices in finance, appearing frequently as an expert guest on CNBC, FOX, Fox Business, Al Jazeera, and other major networks. David also served as Financial News Anchor for Newsmax TV, establishing a reputation for clarity, accuracy, and thought leadership in fast-moving markets. As Chief Strategist for Belpointe Asset Management LLC, David leads the development of strategies ranging from retirement portfolios to niche opportunities, united by a single vision: giving individuals access to the same institutional-quality investment approach once reserved for the largest investors.