| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 12,348 | $300,985.26 | $305,489.52 | $4,504.26 | 1.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,814 | $216,115.3 | $217,882.08 | $1,766.78 | 0.82% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 113,840 | $2.76M | $2.82M | $57,174.51 | 2.07% |
| BATS Exchange | United States Country |
The fund described operates as an actively managed exchange-traded fund (ETF) with a focus on investing in U.S. Treasury bills and FLexible EXchange® Options that leverage the SPDR® S&P 500® ETF Trust as a reference asset. By aiming to capitalize on the stability and reliability of U.S. Treasuries and the potential growth offered by FLEX Options tied to a major equity index ETF, the fund is tailored for investors looking for innovative investment strategies. It’s important to note that this fund is classified as non-diversified, meaning it may concentrate its investments more heavily in certain assets than a diversified fund might.
U.S. Treasury bills (T-bills) are short-term government securities with maturity periods of one year or less. They are considered a safe investment choice due to being backed by the U.S. government. Investors in the fund benefit from the stability and low risk associated with T-bills, making this an attractive option for conservative investment strategies.
FLEX Options are customizable exchange-traded options that offer investors the ability to specify key contract terms like expiration dates, strike prices, and exercise style. By using FLEX Options that reference the SPDR® S&P 500® ETF Trust, the fund seeks to gain exposure to the stock market’s potential upside while attempting to manage risk. This innovative approach allows for targeted investment strategies that can adapt to market changes and investor needs.