| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50 | $1,232.5 | $1,295.25 | $62.75 | 5.09% |
| RR rosemary richard WCG Wealth Advisors LLC | 30,800 | $770,000 | $797,412 | $27,412 | 3.56% |
| DM Dipen Mehta Invst LLC | 311,556 | $7.78M | $8.07M | $287,275.99 | 3.69% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 19,952 | $498,698.73 | $517,155.84 | $18,457.11 | 3.7% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 15,085 | $371,845 | $392,511.7 | $20,666.7 | 5.56% |
| NASDAQ (NMS) Exchange | US Country |
The iShares Disciplined Volatility Equity Active ETF is designed to deliver an investment strategy that focuses on achieving risk-adjusted total return. This approach means that the fund aims to balance the rewards of equity investments with an emphasis on managing volatility to protect investors' capital. By carefully selecting securities and employing rigorous investment strategies, the ETF seeks to provide investors with a compelling option for both growth and risk management within their portfolios.
This service involves actively managing the fund's investments to respond to market changes and capitalize on emerging opportunities. Leveraging expert analysis and decision-making helps enhance returns while managing the related risks.
The ETF employs sophisticated algorithms and strategies to monitor and control volatility. This means that it seeks to minimize significant fluctuations in the portfolio value, providing a level of stability for investors concerned about market turbulence.
The approach taken by the ETF is geared towards balancing expected returns against the risks incurred. By pursuing investments that promise competitive returns, while also diversifying to mitigate exposure to particular risks, the ETF aims for consistent performance over time.
The fund leverage extensive market research to identify investment opportunities. Serious scrutiny of economic indicators, sector performance, and individual security health allows the management team to make informed decisions about the assets to include in the portfolio.
By working efficiently and strategically in its selection of assets and management techniques, the ETF aims to keep costs low while maximizing the net returns to shareholders. This involves utilizing various financial instruments and investment strategies judiciously.
As an exchange-traded fund, this product is available to a wide range of investors with the ability to buy and sell shares throughout the trading day. This liquidity offers a practical option for those who prefer flexibility in managing their investments.