Buffer ETFs like PJUL, FFEB, PSEP and JULW may help you ride out the ongoing uncertainty on Wall Street.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,056 | $391,641.45 | $494,638.4 | $102,996.95 | 26.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 89,251 | $4.67M | $5.47M | $804,523.25 | 17.23% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 8,048 | $449,485.63 | $493,905.76 | $44,420.13 | 9.88% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 3,702 | $173,662.26 | $227,191.74 | $53,529.48 | 30.82% |
Jeff Ameen Spire Wealth Management | 425 | $15,886.5 | $26,073.66 | $10,187.16 | 64.12% |
| BATS Exchange | US Country |
The company described focuses on investment strategies primarily through Flexible EXchange® Options (FLEX Options) that are oriented towards tracking the performance of a major financial index, specifically the SPDR® S&P 500® ETF Trust. FLEX Options are a distinctive investment vehicle, offering the ability to personalize aspects such as exercise prices, styles, and expiration dates. These customized contracts trade on exchanges, providing a regulated but flexible option for investors looking to harness the price movement of the underlying ETF. The company operates with a non-diversified investment approach, concentrating its assets significantly in these FLEX Options to achieve its investment objectives.
FLEX Options serve as the primary investment tool for the company. They are exchange-traded options with customizable features, including exercise prices, styles, and expiry dates. These options give investors a unique way to partake in the equity or index markets, with a specific focus on the SPDR® S&P 500® ETF Trust for this company. The flexibility offered by FLEX Options allows investors to tailor their investment strategies to their risk tolerance, market outlook, and investment goals.