| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $119,442 | $187,050 | $67,608 | 56.6% |
| NR Nichole Raftopoulos Nvest Financial LLC | 15,541 | $486,572.94 | $582,632.09 | $96,059.15 | 19.74% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 15,924 | $555,415 | $596,990.76 | $41,575.76 | 7.49% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 12 | $394.08 | $449.88 | $55.8 | 14.16% |
| ARCA Exchange | US Country |
The described fund is a financial entity that focuses its investment strategy primarily on instruments that possess economic characteristics closely aligned with U.S. large cap equity securities. It operates under a guideline that commits at least 80% of its net assets to these types of investments. The distinctive approach of the fund is its significant investment in FLexible EXchange Options (FLEX Options), which are specifically tied to an Underlying ETF, signifying a focused yet innovative investment vehicle. Given its investment focus and strategies, the fund classifies itself as non-diversified, allowing it to make more concentrated investments than diversified funds.
The fund provides a unique set of investment products centered around flexibility and market adaptability: