| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,214 | $347,248.72 | $365,190.7 | $17,941.98 | 5.17% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 2,500 | $47,875 | $50,125 | $2,250 | 4.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 68,449 | $1.31M | $1.37M | $66,531.66 | 5.09% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 35,615 | $682,027.25 | $715,149.2 | $33,121.95 | 4.86% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,600 | $106,008 | $112,336 | $6,328 | 5.97% |
| BATS Exchange | US Country |
The Fund is designed to achieve specific outcomes for investors. To realize these outcomes, investors must hold shares from the beginning to the end of the designated Outcome Period. It is important to acknowledge that the attainment of these desired Outcomes is not guaranteed, and the Fund may not meet its overall investment objectives during this period. Thus, potential investors should carefully consider the implications of their investment decisions and understand the associated risks.
This fund is structured to provide targeted financial outcomes based on market conditions throughout the Outcome Period. To fully benefit from the investment strategy, investors must consistently hold shares from the start until the conclusion of the period identified.
These programs encourage investors to remain committed to their investments for the entire Outcome Period. Participation in these programs ensures that investors are aligned with the Fund's objectives and are provided with additional resources and insights to navigate their investment journey.
Expert consultation services are available to guide investors in understanding the underlying strategies of the Fund. Personalized strategies can be tailored to individual investment goals and risk tolerance, with the aim of maximizing chances for success within each Outcome Period.
The Fund provides ongoing market insights and analytical reports detailing economic conditions that could impact potential outcomes. Access to this information is crucial for informed decision-making and helps investors track trends while holding their investments.
Dedicated customer support is provided to assist investors with inquiries related to their holdings and the Fund's performance. This support is vital for ensuring that investors have the necessary information and resources to make informed decisions during the Outcome Period.