| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,298 | $514,920.81 | $621,670.89 | $106,750.08 | 20.73% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 8,511 | $222,561.8 | $289,159.52 | $66,597.72 | 29.92% |
| NS Nicholas Shaheen FSA Advisors Inc. | 9,528 | $299,029 | $323,952 | $24,923 | 8.33% |
| RS Radon Stancil POM Investment Strategies LLC | 18,464 | $579,478 | $627,776 | $48,298 | 8.33% |
Brian Szymczak FSR Wealth Management Ltd. | 15,395 | $483,160 | $523,811.8 | $40,651.8 | 8.41% |
| ARCA Exchange | US Country |
The mentioned company operates within the financial industry, focusing primarily on investment opportunities that mimic the economic characteristics of U.S. equity securities. A key strategy of the firm is to invest a significant portion of its net assets—specifically, at least 80%—in instruments that offer similar fiscal attributes to those of U.S. equities. Adhering to a specific investment approach, the company positions a substantial part of its resources into FLexible EXchange Options (FLEX Options), which are derivative instruments designed to reference an underlying ETF, enabling a tailored investment experience. This firm takes a non-diversified stance in its investment portfolio, indicating a focused investment in specific assets rather than spreading investments across a wide variety of securities.
This service involves the identification and investment in financial instruments that closely replicate the economic performance and characteristics of U.S. equity securities. The objective is to provide investors with returns that closely mirror those of the broader U.S. stock market or specific sectors within it, leveraging the company's expertise to select the most promising instruments.
FLEX Options represent a cornerstone of the company's investment strategy, allowing the firm to engage in customizable options contracts that reference underlying ETFs. These instruments offer the flexibility to define various contract terms, such as exercise prices, styles, and expiration dates, making it possible to tailor investment strategies to specific market outlooks or objectives. By investing substantially all of its assets into FLEX Options, the company seeks to capitalize on the versatility and potential strategic advantages these derivatives can offer.