| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,885 | $1.2M | $1.55M | $352,264.11 | 29.45% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 5,627 | $208,339.16 | $336,579 | $128,239.84 | 61.55% |
Kyle P. Smith NewEdge Wealth LLC | 31,632 | $1.52M | $1.89M | $370,276.56 | 24.33% |
| SL Shad Lamm Keystone Wealth Services LLC | 66,211 | $3.62M | $3.96M | $337,345.04 | 9.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,920 | $484,723.67 | $593,216 | $108,492.33 | 22.38% |
| BATS Exchange | US Country |
This company operates within the financial sector, offering investment solutions that revolve around a distinctive methodology. It primarily focuses on investing a significant portion of its assets in FLEX Options, which are tied to the price performance of an Underlying ETF. By leveraging FLEX Options, the company adopts a "target outcome strategy." This approach is designed to generate predetermined investment outcomes, based on the performance of either an underlying security or index. The fund categorizes itself as non-diversified, indicating a concentrated investment strategy in specific assets rather than spreading investments across a wide variety of securities.
This product is at the core of the company’s offerings, involving substantial investment in FLEX Options. These options are financial derivatives that reference the price performance of an underlying Exchange-Traded Fund (ETF). FLEX Options provide investors with increased flexibility compared to standard options, including choosing the strike price, expiration date, and other terms. This investment strategy is tailored for those seeking a targeted return profile or specific payoff structure from their investment in an Underlying ETF.
Under this service, the company employs a distinct approach aimed at achieving pre-determined investment outcomes. The target outcome strategy is based on the performance of an underlying asset or index. This strategy is ideal for investors who desire specific outcome scenarios over their investment horizon. By predetermining the desired outcome, investors can potentially mitigate risk and gain clearer insight into the possible financial implications of their investments.