| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 5,158 | $192,702.82 | $255,329.25 | $62,626.43 | 32.5% |
Devang Patel Virtus Wealth Solutions LLC | 1.54M | $61.86M | $76.8M | $14.94M | 24.15% |
| NASDAQ (NMS) Exchange | US Country |
The fund operates as an actively managed exchange-traded fund (ETF) which takes an innovative approach to investment by adopting a "fund of funds" strategy. This methodology allows it to invest in a diverse range of ETFs that encompass both domestic and international equity securities across various capitalizations, including those in the emerging markets. By focusing on both growth and stability, the fund aims to cater to investors looking for diversified exposure through a single investment vehicle. Its management strives to achieve its investment objective by carefully selecting ETFs that align with its strategic goals, ensuring a balanced portfolio that can withstand market fluctuations and offer potential returns.
The fund's investment portfolio is diversified across a variety of ETFs, providing a comprehensive array of financial products and services designed to meet the needs of diverse investors: