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  5. ZWU: Afternoon Troops. [BMO Covered Call Utilities ETF]

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Q: Afternoon Troops. I own several pipelines, telecom and utilities stocks. I also own a decent sized position in ZWU. Is it worthwhile to consider rolling everything in the ZWU or is there an advantage in holding both the ETF and the individual stocks? Cheers.
Asked by Neil on February 12, 2026
5i Research Answer:
It really depends on the stocks. Individual stocks will have both more potential and more risk...

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

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