| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,236 | $2.11M | $2.64M | $526,623.33 | 24.97% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 8,536 | $295,977.22 | $407,722.04 | $111,744.82 | 37.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,768 | $290,795.8 | $323,307.36 | $32,511.56 | 11.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,179 | $45,904.03 | $56,332.62 | $10,428.59 | 22.72% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 10,076 | $315,156.5 | $480,625.2 | $165,468.7 | 52.5% |
| BATS Exchange | US Country |
The company is a financial entity that focuses on maximizing returns through strategic investment in flexible exchange options, better known as FLEX Options. Its main strategy revolves around investing almost entirely in FLEX Options that are pegged to the performance of the SPDR® S&P 500® ETF Trust. This approach indicates a concentrated investment philosophy, aiming towards benefiting from the movements of the S&P 500 index through the ETF Trust. Notably, this fund adopts a non-diversified investment approach, meaning it places a significant portion of its assets into a limited number of investments.
The core offering involves investing in FLEX Options related to the SPDR® S&P 500® ETF Trust. FLEX Options are customizable exchange-traded options contracts that provide investors with the flexibility to set various conditions such as exercise prices, styles, and expiration dates. This product is tailored for investors looking for an investment closely mirroring the performance of the S&P 500, but with the added benefits and strategic advantages offered by FLEX Options.