| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 69,540 | $1.75M | $1.73M | -$19,211.7 | -1.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 844 | $21,243.48 | $20,981.84 | -$261.64 | -1.23% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 12,280 | $309,087.6 | $304,849.77 | -$4,237.83 | -1.37% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 70 | $1,761.9 | $1,742.65 | -$19.25 | -1.09% |
Andrew Endelman Independent Wealth Network Inc. | 12,317 | $310,018.89 | $307,309.15 | -$2,709.74 | -0.87% |
| ARCA Exchange | US Country |
The investment fund described seeks to achieve outcomes closely aligned with the performance (before the deduction of fees and expenses) of the CrowdBureau® P2P Online Lending and Digital Banking Index. This fund is designed to primarily invest in the securities that form the index, committing at least 80% of its net assets (including borrowed funds for investment) towards these securities. The CrowdBureau® P2P Online Lending and Digital Banking Index, owned and formulated by CrowdBureau Corporation ("CrowdBureau"), is a systematic stock index created to track U.S.-listed equity securities within the peer-to-peer securities based crowdfunding and digital finance sector. This fund maintains a non-diversified investment portfolio.
The primary product offerings and services provided by this investment fund revolve around investment opportunities within the digital lending and banking ecosystem. These include: