AI stock volatility is pushing investors toward buffer ETFs like BUFR and BUFQ, offering downside protection while maintaining exposure to equity market upside.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 28,823 | $994,194.92 | $1.13M | $130,977.18 | 13.17% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 182 | $6,428 | $7,104.79 | $676.79 | 10.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 377,718 | $11.3M | $14.71M | $3.41M | 30.16% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 114,741 | $2.97M | $4.48M | $1.5M | 50.55% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 13,777 | $424,105.34 | $539,094.01 | $114,988.67 | 27.11% |
| BATS Exchange | US Country |
The described fund is designed to offer investors exposure to the large-cap equity market, focusing specially on the Nasdaq-100 index, while also seeking to mitigate downside risk. This is achieved through a strategic investment in a portfolio composed of four FT Cboe Vest Nasdaq-100® Buffer ETFs. These ETFs are key to the fund's strategy, as they focus their investments on FLEX Options related to the QQQ, which is the ETF that tracks the Nasdaq-100 Index. FLEX Options offer customization and are guaranteed for settlement by the Options Clearing Corporation, providing a measure of security and flexibility in how investments are structured. Importantly, this fund is non-diversified, meaning it may invest more of its assets in fewer securities, potentially increasing risk compared to diversified funds.
Consists of a strategically structured portfolio aiming to provide investors with coverage of the Nasdaq-100® Index while attempting to protect against downside risk. This is achieved by investing in four ETFs, each selected to provide a layer of buffer protection at different times, creating a laddering effect.
The underlying ETFs invest predominantly in FLEX Options on QQQ, which are customizable option contracts that trade on an exchange. These options are aimed at tracking the performance of the Nasdaq-100 Index. FLEX Options provide the flexibility to customize key contract terms like exercise prices, styles, and expiration dates, while their settlement is guaranteed by the Options Clearing Corporation, enhancing the security of the investment.