| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,931 | $1.65M | $2.02M | $368,356.29 | 22.29% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 9,849 | $353,148.94 | $463,937.14 | $110,788.2 | 31.37% |
Christian McGill CFC Planning Co. LLC | 19,096 | $833,091.56 | $898,753.24 | $65,661.68 | 7.88% |
Jeff Ameen Spire Wealth Management | 10,210 | $399,517.3 | $480,584.7 | $81,067.4 | 20.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 15,951 | $629,611.93 | $751,132.59 | $121,520.66 | 19.3% |
| BATS Exchange | US Country |
This financial entity focuses on a highly specialized investment strategy that leverages FLexible EXchange® Options (FLEX Options) tied to the performance of the SPDR® S&P 500® ETF Trust under typical market conditions. Majorly, the fund commits almost all its resources into these FLEX Options, aiming to offer an adaptable investment platform that mirrors the robust market indicator of the S&P 500. Unlike traditional diversified funds, this entity adopts a non-diversified approach, concentrating its investments to potentially enhance returns through focused market positions.
The fund specializes in two primary products and services tailored to sophisticated investors seeking customizable options within the equity and index markets:
FLEX Options stand as the cornerstone of the fund’s product lineup. These are specially tailored option contracts that can be traded on an exchange. The customization feature of FLEX Options allows investors to specify critical contract terms, including exercise prices, styles, and expiration dates. By offering a direct link to the price performance of the SPDR® S&P 500® ETF Trust, these options present a strategic tool for investors aiming to leverage or hedge against the market movements of a leading equity index.
The fund dedicates a substantial portion of its assets to investments that directly reference the SPDR® S&P 500® ETF Trust's price performance. This approach provides investors with exposure to the S&P 500, a prime barometer for U.S. equities, through a derivative product. These investments aim to replicate the ETF’s performance, offering an alternative avenue for investors to gain equity market exposure without direct investment in the ETF itself. It caters to those looking for potentially higher returns through a concentrated investment strategy as opposed to a diversified portfolio.