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  5. ZWU: Good Afternoon. [BMO Covered Call Utilities ETF]
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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.
Asked by Neil on November 11, 2025
5i Research Answer:

We can't give personalized direction, but ZWU is a diversified ETF in the utility sector and an ETF will be inherently less risky than a single stock. For an investor looking for less risk and a simple solution, we would be fine with such a move, though we do think EMA is fine overall. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ZWU.