| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 73,132 | $3.08M | $4.06M | $972,303.9 | 31.52% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 7,549 | $279,830.85 | $419,082.73 | $139,251.88 | 49.76% |
| SL Shad Lamm Keystone Wealth Services LLC | 94,282 | $4.75M | $5.23M | $483,666.66 | 10.19% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,832 | $454,260.44 | $546,118.44 | $91,858 | 20.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,554 | $784,968.55 | $975,212.47 | $190,243.92 | 24.24% |
| BATS Exchange | US Country |
The company focuses on providing investment solutions through specialized financial instruments known as FLEX Options. By concentrating its investments primarily on FLEX Options that are linked to the performance of the SPDR® S&P 500® ETF Trust, the company aims to offer its investors a unique avenue to participate in the equity market's growth. FLEX Options, being customizable contracts, stand out for their flexibility in terms of exercise prices, styles, and expiration dates compared to standard options contracts. This investment approach characterizes the company as singularly focused, with a non-diversified investment strategy that seeks to leverage the potential of the S&P 500® index movement through a derivative form.
The primary offering from the company involves investing in FLEX Options that are designed to track the performance of the SPDR® S&P 500® ETF Trust. These FLEX Options are exchange-traded, customized contracts that provide investors with the ability to specify crucial aspects of the option contract, such as the exercise price, the style of exercise (American or European), and the expiration date. This customization allows investors to tailor their investment strategies according to their market outlook and risk tolerance levels. The underlying asset, SPDR® S&P 500® ETF Trust, is a well-known ETF that seeks to replicate the performance of the S&P 500® Index, offering investors exposure to the large-cap U.S. equity market. By investing in FLEX Options tied to this ETF, investors potentially benefit from the broader market performance with added flexibility and precision in execution.