| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,522 | $461,897.68 | $502,128.76 | $40,231.08 | 8.71% |
Jeff Ameen Spire Wealth Management | 5,345 | $196,001.15 | $233,202.35 | $37,201.2 | 18.98% |
| SL Shad Lamm Keystone Wealth Services LLC | 14,852 | $605,664.56 | $647,101.64 | $41,437.08 | 6.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,396 | $324,841 | $366,317.48 | $41,476.48 | 12.77% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,000 | $270,690.5 | $392,490 | $121,799.5 | 45% |
| BATS Exchange | US Country |
The company focuses on investment strategies that primarily involve FLexible EXchange® Options (FLEX Options) linked to the performance of the SPDR® S&P 500® ETF Trust. These FLEX Options provide a means for investors to engage in customized equity or index options that offer flexibility in terms of exercise prices, styles, and expiration dates. Targeting the S&P 500® through these options allows the company to align closely with the market's performance, making it a specialized entity within the financial sector. Operating with a non-diversified fund structure, the company dedicates a significant portion of its assets towards these investment vehicles, seeking to capitalize on the variability and customization that FLEX Options afford.
The core offering involves FLEX Options that are tied to the SPDR® S&P 500® ETF Trust. These are not your standard equity or index options; they differ by providing significant flexibility. Investors can customize key contract terms such as the exercise prices, styles, and even the expiration dates to suit their investment strategies and goals. These options trade on exchanges, offering a blend of customization alongside the liquidity and regulatory oversight of exchange-listed products.