Advisors Preferred Trust has taken a significant step by filing a summary prospectus for its new investment vehicle, the Quantified Rising Dividend Tactical Fund. This filing, dated November 5, 2026, outlines the fund's investment strategies, objectives, and associated risks, aiming to attract potential investors in a competitive market.

The filing is crucial as it provides transparency about the fund's operations and investment approach, which focuses on generating total returns while managing risk. The introduction of this fund comes at a time when investors are increasingly seeking income-generating investments, particularly those that focus on dividend growth.

Background

Advisors Preferred Trust, incorporated in Delaware, operates as an investment entity. The company has been active in filing various forms with the SEC, including several recent filings on November 5, 2026, where it submitted multiple 497K forms related to the new fund. The latest filing can be accessed under the accession number 0001580642-26-007524.

What the Filing Says

The summary prospectus for the Quantified Rising Dividend Tactical Fund highlights its investment objective, which is to seek total return consistent with a moderate tolerance for risk. It details the fund's strategy of investing at least 80% of its net assets in dividend-paying stocks and exchange-traded funds (ETFs). The prospectus also outlines the various fees associated with the fund, including management fees and distribution fees.

Notably, the filing states, "The Fund pays transaction costs, such as commissions, when it buys and sells securities," indicating the potential for higher costs associated with active trading strategies.

Impact

This filing may significantly affect investors looking for income-focused investment options. By emphasizing dividend growth, Advisors Preferred Trust aligns itself with a growing trend in the investment industry where funds focusing on dividends are becoming increasingly popular. The introduction of this fund may also impact competitors in the mutual fund space, particularly those offering similar investment strategies.

What's Next

The filing does not specify what happens next, but it indicates that the fund is now available for potential investors, who can review the complete prospectus and additional information through the company’s website or by contacting their customer service.