| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,500 | $26,100 | $26,565 | $465 | 1.78% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 27,123 | $529,398.07 | $480,348.33 | -$49,049.74 | -9.27% |
| RM Rich Mowrer Brookwood Investment Group LLC | 403,833 | $7.03M | $7.15M | $125,188.43 | 1.78% |
| ARCA Exchange | US Country |
The company specializes in creating and managing an actively traded Exchange-Traded Fund (ETF) that is strategically designed to achieve high monthly income for its investors. With a targeted annual return of approximately 15%, this ETF focuses on investing in equity securities that are linked to the BITA VistaShares ACKtivist Select Index. This particular index is modeled after the prominent holdings of Pershing Square, which is known for its successful investment strategies led by renowned investor Bill Ackman. The company also employs an innovative options overlay strategy aimed at generating additional income for the ETF, thereby enhancing the overall returns for its shareholders.
This flagship product is designed to provide investors with both capital appreciation and regular income. By investing in stocks selected from the BITA VistaShares ACKtivist Select Index, the ETF seeks to replicate the investment approach of successful activist investors, particularly Pershing Square. This allows for exposure to high-quality equity securities that have the potential for significant returns.
This service involves the use of options trading techniques to enhance income generation. The options overlay strategy aims to provide a buffer against market fluctuations and to increase the monthly income from the ETF. This approach involves strategic selling of options to capitalize on the market's volatility, which can lead to enhanced total returns for investors.