Bitcoin, the largest digital currency by market capitalization, notched an impressive rally last week, stoking hope that the cryptocurrency has finally bottomed in 2026 and that more upside is ahead.
Income remains top of mind for financial advisors. But increasingly, it's not just about generating more yield.
Bitcoin, the largest digital currency by market capitalization, is showing signs. It surpassed the psychologically important $65,000 level and is higher by nearly 3% for the week ending July 21.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 8,871 | $398,043.59 | $249,008.97 | -$149,034.62 | -37.44% |
Andrew J. Whalen Whalen Wealth Management Inc. | 11,133 | $364,940.09 | $313,727.94 | -$51,212.15 | -14.03% |
Samantha Pierangeli City State Bank | 3,750 | $216,710 | $104,925 | -$111,785 | -51.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,703 | $781,069.36 | $551,289.94 | -$229,779.42 | -29.42% |
Jon Deven Mouton CAP Partners, LLC | 7,733 | $375,254.95 | $216,369.34 | -$158,885.61 | -42.34% |
| BATS Exchange | US Country |
The fund described is an actively-managed Exchange-Traded Fund (ETF) with a primary goal of achieving its investment objectives through a two-fold strategy. Initially, the fund focuses on investments in one or more ETFs that aim to mirror the performance of the Russell 2000® Index, a renowned small-cap stock index representing approximately the smallest 2000 stocks in the Russell 3000 Index. It encompasses a comprehensive portfolio of stocks that are part of the Russell 2000® Index or a combination that aligns with it. Furthermore, this fund employs a call options strategy, focusing on generating high monthly income. This is primarily achieved by writing (or selling) call options on the Russell 2000®, thereby leveraging the underlying securities' volatility and market movements to provide returns to the investors. This innovative approach combines direct index investment with an options strategy, aiming to offer investors both growth through index tracking and income through options premiums.
The fund focuses on the following primary products and services: