Helena Marwick
Helena Marwick writes for Etfo Digest and other Independent Journal publications, covering crypto and digital assets and funds, ETFs and payments. Reporting under this byline is prepared by the Independent Journal editorial desk from primary sources, with AI assistance, and reviewed under our editorial policy.
8 articles
Sphere Trust Files N-1A as New ETF Filings Hit the SEC
Sphere Trust filed a new N-1A registration with the SEC on Oct. 13, while Corgi ETF Trust I filed a 485BPOS. Here is what the ETF filings mean and what to watch.
485BPOS Filing: Nationwide Adds Two Funds to Survivorship VUL II
Nationwide VL Separate Account-G filed a 485BPOS on Oct. 7, 2026 adding two American Drive allocation portfolios to its Survivorship VUL II policy from Oct. 12.
Expense Ratios and Fund Fees Explained for Investors
Expense ratios and fund fees explained: management fees, 12b-1 fees, sales loads, trading costs and how to read a prospectus fee table, with a worked cost example.
485BPOS Filing: Midland National Life Separate Account C
Midland National Life Separate Account C filed a 9 MB 485BPOS on Oct. 6, 2026. Here is what the filing type means and what to check in the document.
Tidal Trust V files 485BPOS: what the new ETF filing shows
Tidal Trust V filed a 485BPOS with the SEC on Oct. 2, 2026. Here is what is known about the filing, what a 485BPOS does, and what to watch in the days ahead.
485BPOS: BNY Mellon California fund drops "AMT-Free" from name
A 485BPOS for BNY Mellon California Municipal Bond Fund shows a September 30, 2026 name change, 0.45% management fee and expense ratios from 0.56% to 1.66%.
ETFs vs. Mutual Funds: Key Differences Explained
ETFs vs. mutual funds compared: how each is priced, traded, taxed and disclosed, what they cost, and how to decide which structure fits, with a worked example and FAQ.
New ETF launches: TenGrove files five ETFs holding private firms
TenGrove ETF Trust filed an N-1A for five actively managed NYSE Arca ETFs, including three that may hold up to about 10% in private company securities.