| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RC Robert Chess L.M. Kohn & Company | 15,831 | $279,100.53 | $264,852.63 | -$14,247.9 | -5.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,198 | $241,962.88 | $220,604.57 | -$21,358.31 | -8.83% |
| RN Ron New Whipplewood Advisors LLC | 40,641 | $717,778.05 | $677,891.88 | -$39,886.17 | -5.56% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 13,735 | $242,139.46 | $229,786.55 | -$12,352.91 | -5.1% |
| SK Samira Kadam Synergy Investment Management LLC | 1,118 | $18,544 | $18,659.42 | $115.42 | 0.62% |
| BATS Exchange | US Country |
The company described appears to be a mutual fund that focuses on investing primarily in preferred stocks. Specifically, it commits at least 90% of its total assets to securities that are included in the S&P U.S. Investment Grade Preferred Stock Index or the "Base Index". This investment strategy is designed to mirror the performance of the Base Index, which is comprised solely of preferred stocks categorized within the investment-grade segment by S&P. This focus on preferred stocks from the investment-grade sector positions the fund as a potentially stable income-generating investment, targeting investors looking for consistent returns with a moderate level of risk.
This product involves investing in preferred stocks that are part of the S&P U.S. Investment Grade Preferred Stock Index. Preferred stocks are a type of equity that typically provides higher dividends than common stocks and has priority over them in asset liquidation. This investment option is designed for individuals seeking steady income through dividends, with a reduced risk portfolio compared to common stocks. The fund's strategy to invest in investment-grade preferred stocks aims to ensure a balance between income generation and capital preservation.