| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 79 | $1,987.64 | $1,985.27 | -$2.37 | -0.12% |
| CE Curtis Ellergodt Rothschild Investment LLC | 227 | $3,614.14 | $5,704.51 | $2,090.37 | 57.84% |
Bridgewater Associates LP Bridgewater Associates LP | 26,300 | $661,708 | $660,919 | -$789 | -0.12% |
Point72 Asset Management LP Point72 Asset Management LP | 554,983 | $13.97M | $13.95M | -$24,649.49 | -0.18% |
| YA Yinka Akinsola Blue Trust Inc. | 31 | $0.33 | $779.03 | $778.7 | 235,969.7% |
| ARCA Exchange | US Country |
The Dana Limited Volatility ETF (the “Fund”) is an investment vehicle designed to help investors preserve their capital while providing current income. This exchange-traded fund focuses on limiting volatility, aiming to safeguard investors' principal in various market conditions. By prioritizing stability, the Fund is tailored for those who seek to mitigate risks associated with equity markets while still earning income through investments.
The Dana Limited Volatility ETF implements various strategies to minimize risk and protect investor capital. These strategies may include investing in low-volatility stocks and other financial instruments designed to reduce exposure to market fluctuations.
The Fund aims to provide current income through investments that generate regular cash flows. This may include dividend-paying stocks, interest-generating investments, and other assets that contribute to a steady stream of income for investors.
To reduce risk, the Fund offers diversification by investing in a variety of asset classes. This approach helps spread risk across different sectors and industries, offering investors a more balanced portfolio.
The Dana Limited Volatility ETF employs thorough market research and analysis to identify investment opportunities that align with its capital preservation and income generation goals. This proactive approach aids in maintaining the Fund's strategy in varying market conditions.
The Fund prides itself on maintaining a transparent investment process, providing investors with clear insights into its holdings and strategies. This transparency helps build trust with investors who wish to understand the mechanics behind their investments.
As an exchange-traded fund, The Dana Limited Volatility ETF offers investors the flexibility to buy and sell shares throughout the trading day, just like stocks. This accessibility makes it easy for investors to adjust their portfolios as market conditions change.